Full job descriptionMy Edinburgh based client are currently hiring for a Senior Financial Adviser to join their team on a permanent basis. This role will be based around the central belt of Scotland and will involve some travel.
Key responsibilities*Take responsibility for the growth of my client’s current portfolio
*Work to retain the current client base through providing market leading advice
*Deliver financial planning advice throughout a number of products including investments, estates and tax planning.
*Manage and support clients through tax compliance and legislation
*Manage client relationships and chair client review meetings
*Manage regulatory compliance for FCA and other requirements
*Maintain accurate client records
Relevant experience
*The relevant candidate will be CISI Level 4 qualified
*Have a current SPS accreditation
*Have strong experience working in a Senior Financial Advisory role
*Have a wealth of client facing experience
This is an in office based role with travel around Scotland. For more information please apply directly.