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Desk Based Financial Adviser
Job Posted: 7 days ago
Salary: £ 37,000 - 50,000 / Annum
Job Type: Permanent
Location: Edinburgh, City of Edinburgh
Expire in: 21 days
Job Description
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK.
* As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK
* You will provide a service to these clients to retain them and develop their business and do annual reviews
* You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner
* Outstanding development and support will be given to you
* Following induction, a hybrid working home/office working arrangement will be available
To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience:
* You will be at least Level 4 Diploma qualified
* You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner
* You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients
Desk-based/Telephony Financial Planners and Associate Financial Planners
* Locations – Main hubs are Leeds, Bristol and Edinburgh
* Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits
2 different divisions:
* Client Bank Management
* Work with these clients to retain them and their assets and do annual reviews
* Ideal for people in the early stage of their career in Financial Services
* Specialist Protection
* Providing annuity and/or protection advice
* Complex cases
* Ideal for someone coming from a life and protection background
* Someone with a passion for ProtectionBefore You Apply
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Looking for your next career move? Join a top company hiring Desk Based Financial Adviser job near me in Edinburgh, City of Edinburgh! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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