Financial Planning Advisor

Job Description

We are seeking a proactive Financial Planning Advisor to join our Dundee office. The ideal candidate will have a proven track record in client management, financial analysis, and advisory services. You will play a crucial role in helping clients navigate their financial futures.

Responsibilities

• Deliver exceptional customer service by addressing client inquiries promptly.
• Participate in professional development activities to enhance advisory skills.
• Collaborate with other advisors and specialists to develop comprehensive strategies.
• Track and document client engagements and outcomes effectively.
• Participate in marketing campaigns to promote financial planning services.

Requirements

Education

• Bachelor's degree in Finance, Accounting, or Economics
• Professional certification in financial planning is a plus

Experience

• 5+ years of relevant experience in financial advising

Technical Skills

• Financial Modelling
• Taxation Knowledge

Soft Skills

• Persuasiveness
• Problem Solving

Certifications

• Financial Risk Manager (FRM)
• Certified Investment Management Analyst (CIMA)

Languages

• English: Fluent

Advantageous

• Knowledge of Retirement Planning: Expertise in retirement savings plans and pension schemes.
• Experience in Business Financial Consulting: Background in advising businesses on financial strategy and growth.

Benefits

• Generous annual leave policy
• Opportunities for professional development and training
• Employee assistance programmes for wellbeing
• Social events and team-building activities

Company Culture

• Innovative Environment: We encourage creativity and new ideas to enhance our service offerings.
• Diversity and Inclusion: We embrace diversity and strive to create an inclusive workplace for all employees.