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Permanent

Senior Financial Advisor

City
money-bag 10000-500000 Annual
3209004541
Posted 3 days ago

Senior Financial Adviser Location: Central Scotland (Edinburgh / Fife region) Salary: Competitive 1. Job Purpose My client is seeking an experienced Senior Financial Adviser to manage and develop an established portfolio of approximately private clients, delivering high-quality, holistic financial planning and ongoing wealth management advice. The successful candidate will take ownership of client relationships, providing trusted advice across pensions, investments, retirement planning, protection, tax-efficient savings and estate planning. Working collaboratively with paraplanners, administrators and the firm''s accountancy and tax teams, the role will deliver an integrated advisory service that supports clients in achieving their financial objectives while contributing to the continued growth and development of the wealth management business. 2. About My Client My client is an established and growing independent professional services firm operating across Central Scotland. The business provides a comprehensive range of accountancy, business advisory, insolvency and wealth management services to individuals, owner-managed businesses, SMEs and larger organisations. With an experienced team of professional advisers, the firm prides itself on building long-term client relationships, delivering clear and practical advice and providing a highly personalised service. The business places considerable importance on its people, offering a supportive working environment alongside ..... full job details .....

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