Financial Planning Director, Scotland
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 HNW & UHNW clients.
Key Responsibilities:
- Comprehensive Financial Planning:
Conduct 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.
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