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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
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: ReedManpower
fife, scotland, United Kingdom
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 activities, ensuring the su
Job Source: ManpowerMacTaggart Scott
Loanhead, Scotland, United Kingdom
This role reports directly into Production Planning Manager. The purpose of the role is to provide overall administrative support to the planning department and to provide cover and assistance to the Customer Order Coordinator. They key objectives of the role are to ensure that all administrative tasks are completed on time to ensure the smooth run
Job Source: MacTaggart ScottJMC Legal Recruitment
Edinburgh
Job Description 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 Fi
Job Source: JMC Legal RecruitmentMacTaggart Scott
Loanhead
Job Description This role reports directly into Production Planning Manager. The purpose of the role is to provide overall administrative support to the planning department and to provide cover and assistance to the Customer Order Coordinator. They key objectives of the role are to ensure that all administrative tasks are completed on time to en
Job Source: MacTaggart ScottManpower UK Ltd
Fife
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 activities, ensuring the su
Job Source: Manpower UK LtdEdinburgh
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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