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Financial Planning Officer

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Job details
Financial Planning Officer
WEB461046GS
upto £28k, Bonus and Excellent Benefits
Edinburgh


Our client is a very prestigious and well established private bank with a
highly regarded brand that is part of an international banking group. They
operate with an ethos that allows clients to discuss financial affairs
discreetly and at their own pace. As a result the relationships they have with
their clients have formed into long term partnerships, which in turn has meant
the business has got to know many families and family interests over the
years.

They are seeking an accomplished FS professional to join their Financial
Planning Team in Edinburgh, to provide support for the specialists in their
role as whole of market advisors. This is an exciting role as you will be
exposed to expert financial planning scenarios with ultra HNW clients,
building relationships as a second point of contact, thus developing your
knowledge and experience going forward. Ideally, you would already possess
full FPC/ CFP although partly qualified candidates will be considered. Keen
ambition, high levels of diligence coupled with excellent communication skills
however are essential.

Packages on offer include study support, an excellent basic salary and a very
good benefits package, designed to attract the best.


 
Contact details
Gavin Stevens
0113 202 1577
gavin.stevens@ipsgroup.co.uk