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Financial Planner - based at our Dunfermline or Edinburgh offices

Thomson Cooper Wealth is the financial arm of Thomson Cooper. 

The team truly put clients' circumstances at the heart of everything they do. They offer, and continue to develop, a market leading proposition for their clients. With first class back office support, there are few propositions that are as compelling as that on offer at Thomson Cooper Wealth.

The role offers the opportunity to:

  • Contribute to the development and profile of the Thomson Cooper Wealth brand
  • Achieve new business by introducing the Thomson Cooper Wealth proposition to new clients
  • Maintain and develop existing client relationships
  • Develop internal connections within the accountancy firm ; build and develop trust across the business
  • Offer clients advice from the leading whole of market proposition

You will be involved in:

  • Conducting regular client reviews
  • Complying with the training and compliance scheme for Thomson Cooper Wealth
  • Providing high quality independent advice to your clients, ensuring that planning opportunities are identified and, where appropriate, pursued
  • Ensuring the highest levels of client management
  • Maximising financial planning opportunities
  • Growing your existing client bank and attracting new funds
  • Contributing to the growth of client penetration
  • Maintaining your technical knowledge of personal tax, investment, financial planning and related matters
  • Increasing the Thomson Cooper Wealth brand in local markets

The successful candidate will be Diploma qualified as a minimum, although ideally will be a Chartered Financial Planner. You will be a team player, with excellent oral and written communican skills. You should be adaptable and organised with a commercial approach.

You can expect a competitive awards package and full support in developing your career.

You can apply online, or find out more by contacting Bruce Hendry, Head of Thomson Cooper Wealth, at bhendry@thomsoncooper.com.

Apply for position: Financial Planner - based at our Dunfermline or Edinburgh offices

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