Financial Planner – Ethical Futures

Nikki Longden
Nikki Longden17th March 2022

Financial Planner

Location: Office located in Edinburgh combined with remote working

Salary: Negotiable, dependant on experience and ability

Attractive pension scheme 

25 days annual leave + 9 days public holidays

Closing Date: 15 April 2022

Ethical Futures offer a great opportunity to join Scotland’s leading ethical, sustainable and responsible adviser firm. Established in 2005, ESG is not a recent ‘add-on’ service but the core of our business proposition, we believe that you can “make your money change your world”.

We are looking for a capable and enthusiastic individual to join our team as a Financial Planner to deliver ethical financial planning to our growing client bank.

Based from our Edinburgh office1, you will provide initial and ongoing advice and planning services to prospective and existing clients. You will service an established client bank with an on-going service commitment.

You will have experience in providing financial planning, with an emphasis on personal investment and pension planning, in both accumulation and retirement phases.

You will also have the opportunity to develop your knowledge and expertise in the ethical investment sector and to participate in and contribute to the development of the business.

You will benefit from administration, research and paraplanning2 support as well as collaboration with other team members.

 

The Candidate

  • You will be a qualified financial adviser, holding level 4 diploma and ideally working towards or holding chartered status.
  • You have a demonstrable interest in ethical and sustainable investment as well as the social and environmental issues related to it. You will want to set this at the core of your advice practice.
  • You have a minimum of three years’ experience in financial advice, with experience of and belief in a planning led approach.
  • Your focus will be on high quality and appropriate planning led service and not a sales led approach to new business production – this is not an OTE reward, ‘sales’ type of post.
  • We believe in accessible financial planning advice and you will be comfortable working with clients from all walks and stages of life.
  • Working as part of a small team, it will be essential that you can work with others and understand the importance of a collaborative effort to deliver a first-class service to our clients.
  • You will be expected to manage your own time and work on you own initiative to manage the demands of your client bank.
  • You will be comfortable with the use of technology to deliver a modern planning service, including MS Word & Excel, video conferences for client meeting & team collaboration, use of cash flow, research and back-office software.
  • You will be interested in contributing ideas for the development of the business as a whole.

 

The Company

Established in 2005, Ethical Futures are independent financial advisers, specialising in ethical investment and financial planning. We provide full financial planning services using ethically screened investments with an emphasis on investment pensions, as well as protection and estate planning. Our service is 100% based around the provision of a values-based investment solution, with no use of mainstream funds or investment services.

Our clients are mainly individuals but also include trusts and charities. The majority of clients are in Central Scotland but there are a growing number from other parts of the country.

We benefit from strong client loyalty, a high client referral rate as well as direct enquiry via web search and as a result of ongoing social media, PR and webinar campaigns.

 

Hours

  • This is a full time3, permanent position (subject to six-month probationary period).
  • The working week is 35 hours; hours of work are 9.00 a.m. – 5.00 p.m. Monday to Friday with an hour for lunch. On occasion you may be asked to work outside these hours to meet client demands.
  • As a result of Covid – 19, we are likely to move to a hybrid form of working for all staff, subject to individual preference.
  • Holiday allowance will be 25 days annual leave + 9 days public holidays.

 

1 The role will require you to undertake client meetings in our office, at client’s homes, workplace and virtually.
2 Partially outsourced but developing in house capabilities.
3 We may give consideration to applicants seeking a part- time role

 

Remuneration

  • Remuneration for the role will be based on a fixed salary (i.e. no sales targets/OTE) based on experience and ability. Negotiable, dependant on experience.
  • There will be an additional discretionary annual bonus based on assessment of business quality, KPIs and revenue production and maintenance.
  • In addition, we shall pay a 7% employer pension contribution on basic salary (1% employee contribution).
  • Group income protection.
  • Working from home allowance.
  • Mileage expense for business use of personal car and travel expenses for use of public transport.
  • Support with time and cost of further study.

 

Application

To apply – please send your CV and a cover letter explaining why you are interested in the post, to julian@ethicalfutures.co.uk or;

Julian Parrott

Ethical Futures llp

9 Mansfield Place

Edinburgh

EH3 6NB

 

For further information about Ethical Futures please refer to our website https://ethicalfutures.co.uk/

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