Financial Planner

Job Description

We are seeking a knowledgeable Financial Planner to join our expanding team in Dundee. The ideal candidate will have a strong understanding of financial products and services, and a passion for helping clients navigate their financial journeys. You will be responsible for providing tailored financial advice, managing client portfolios, and building long-term relationships.

Responsibilities

• Provide personalised financial advice that aligns with clients’ objectives.
• Monitor client accounts and performance, making recommendations as necessary.
• Educate clients on current market events and their potential impact on investments.
• Develop marketing strategies to attract potential clients and grow the practice.
• Assist in training junior staff and interns as required.
• Ensure compliance with all regulatory requirements and internal policies.

Requirements

Education

• Master's degree in Finance or a related field is an advantage
• Professional certifications in financial planning

Experience

• 5+ years in financial advisory or wealth management

Technical Skills

• Portfolio Management
• Financial Modelling

Soft Skills

• Analytical Thinking
• Negotiation Skills

Certifications

• Wealth Management Certified Professional (WMCP)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Experience in estate planning: Understanding the complexities of strategic estate planning.
• Advanced qualifications in financial management: Additional certifications such as CPA or MBA are advantageous.

Benefits

• Generous annual leave plus public holidays
• Professional development opportunities
• Wellness programs and gym memberships
• Support for further education and certification

Company Culture

• Innovation: We encourage creative thinking and innovation within our teams.
• Inclusivity: We strive to create a diverse and welcoming environment for all.
• Community Focus: We actively engage in community initiatives and encourage our staff to give back.