Financial Planning Advisor - Edinburgh Jobs in Edinburgh on your local Edinburgh jobs site. Careers in Edinburgh, local employment and work in Edinburgh.
Job Purpose:
Pro-actively develop and build financial planning solutions to meet customer needs
(Making them and/or Saving them Money) and growing long term customer
relationships.
Required Knowledge:
In depth knowledge of company and competitor product ranges
In depth knowledge of the investment industry
In depth knowledge of regulatory, code and company requirements relating to sales and service activity
Required Experience:
Proven track record in achieving sales
Analytical, handling a lot of information and presenting appropriate solutions to customers.
Relevant experience in suitable PFS environment
Must be mobile as may be expected to work across several branches therefore must hold a full and valid driving licence
Branch Based with expectation of hours/days to meet business needs (evening call outs, etc)
Qualifications Required:
CeFA/FPC - regulatory requirement
Must fulfil all obligations under the Training and Competency Scheme to gain and maintain all relevant authorisations