Senior Financial Planner - North Scotland

$113,931 - $164,567 yearly
  • CV Library
  • Aberdeen, Aberdeen City
  • Mar 22, 2024
Permanent Status: Partnership

Job Description

MG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group. * As a Financial Planner you will be joining an ambitious and fast growing business. * New owners have big plans through growth and expansion. * You will be a Financial Planner with your own client portfolio of c £30 m+ that will follow you and for which you will be handsomely rewarded (covenant periods will be honoured) * Our client will pay above market for the right people – nothing off the table! * Partnership and equity stake in the business offered with significant six figure potential. * All Admin and paraplanning support provided. * Can be based anywhere in Scotland. To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience: * You will be at least Diploma/Dip PFS qualified and ideally be a Chartered Financial Planner or progressing towards. * You will have a personal portfolio of clients, £30m+. * You will have very strong client relationship and business development skills. * Knowledge and experience in pensions, investments, protection, taxation planning & trusts. Our client is a modern, dynamic and fast growing private wealth and investment group with 400 employees. * £20bn of client assets with plans to grow to £50bn. * Clients include individuals, business owners and professional partners and families. * Financial planning is front and centre of future strategy. Is this you? This is a unique opportunity to take a major step forward with your career and join this outstanding organisation In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $113,931 to a maximum of $164,567. In British Pounds it has a minimum of £90,000 to a maximum of £130,000. In Australian Dollars it has a minimum of $173,369 to a maximum of $250,422.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Relationship Building

Relationships are at the heart of everything you do and are a fundamental component of your success. This course will teach you how to build brand new relationships from scratch and apply proven techniques to turn these individuals into your biggest supporters.

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Analysing and Reporting Performance

This module has been specifically designed to help finance team members identify the key metrics that are needed to manage performance across the business and turn these into a powerful set of KPIs that can be reported on dashboards scorecards and board reports.

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Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

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Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview