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Redmill Resourcing
Edinburgh
Financial Planning Director Edinburgh As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and
Job Source: Redmill ResourcingReed
Edinburgh
Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration! Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of thei
Job Source: ReedReed
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Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration! Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of thei
Job Source: ReedG2 Legal Limited
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An innovative law firm, who foster a culture of independence and enablement, is now seeking a Planning Solicitor/Senior Solicitor to join its team in Edinburgh. The team handles diverse planning instructions, focusing on contentious matters like appeals, inquiries, and judicial reviews. You will provide strategic advice, draft legal agreements, and
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As a Planning Engineer, you will play a crucial role in coordinating and managing project schedules, ensuring that timelines and objectives are met. You will work closely with various stakeholders to develop detailed plans and monitor progress throughout the project lifecycle. Main Functions: Lead Development of Execution Planning Effort: Coordin
Job Source: MatchtechManpower
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Job Description One of our premier clients is looking for an Execution Planning Advisor for their petrochemical plant in Fife. This position is INSIDE IR35 Are you looking to make a significant impact in the execution planning of critical projects? This position offers the opportunity to lead and coordinate front-end execution planning activiti
Job Source: ManpowerJMC Legal Recruitment
Edinburgh, Scotland, United Kingdom
Are you an ambitious Planning Solicitor seeking high-quality work at one of the best law firms to work for in the country? This leading Scottish firm is seeking a Planning Associate (2+ PQE) to join their friendly Edinburgh team and have the opportunity to take on a high-quality contentious and non-contentious caseload. The Firm: Consistently reco
Job Source: JMC Legal RecruitmentThe Global Edge Consultants
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Job Description The Global Edge is an international staffing firm connecting projects worldwide with the industry’s most talented project professionals. We work with high level technical and commercial personnel across multiple industries including Oil and Gas, Energy, Renewables, Infrastructure, Automotive and Motorsports, IT, Marine, Min
Job Source: The Global Edge ConsultantsEdinburgh
Financial Planning Director Edinburgh
As a Financial Planning Director, you'll be at the forefront of empowering clients to achieve their financial goals through strategic planning and insightful advice. This role demands a financial planning professional with a deep understanding of financial markets, a knack for holistic financial planning, and the ability to forge lasting client relationships with High Net Worth clients.
Key Responsibilities:
Provide comprehensive Financial Planning by conducting thorough financial assessments to understand clients' current financial positions.
Develop and implement personalised, holistic financial plans addressing investment, retirement, tax, estate, and insurance considerations.
Client Relationship Management:
Nurture and expand client relationships through effective communication and tailored financial guidance.
Provide ongoing support and regular updates to ensure alignment with clients' evolving needs.
Market Analysis and Investment Strategy:
Stay abreast of market trends, economic indicators, and regulatory changes.
Formulate and execute investment strategies in line with clients' risk tolerance and financial objectives.
Risk Management:
Evaluate clients' insurance needs and recommend appropriate coverage to mitigate financial risks.
Collaborate with clients to establish contingency plans for unforeseen circumstances.
Tax Planning:
Work closely with clients to optimise tax strategies and minimise liabilities.
Stay informed about tax code changes and their potential impact on clients' financial plans.
Team Collaboration:
Collaborate with internal teams, such as legal and estate planning, to provide comprehensive financial solutions.
Share insights and best practices to contribute to the collective expertise of the organisation.
Qualifications :
Bachelor's degree ideally in Finance, Business, or related field.
Minimum Level 4 CII, CISI or LIBF qualification but preference for level 6
Proven experience as a Financial Planner with a focus working with HNW & UHNW clients.
In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
Strong analytical, interpersonal, and communication skills.
Benefits :
Competitive compensation package including potential Partnership
Health and retirement benefits.
Professional development opportunities.
Collaborative and dynamic work environment.
Financial Planning Director jobs in Edinburgh
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