Senior Financial Planner: Client Bank; Hybrid
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-05-30
Listing for:
Jenson Fisher
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Jenson Fisher is looking for an experienced Financial Planner to manage an existing client bank and develop new business. The ideal candidate will possess the CII Diploma in Regulated Financial Planning (DipPFS) and have substantial experience in financial planning and client development. This hybrid role offers a competitive salary between £80,000 and £120,000, as well as bonuses based on client transition.
The role requires key skills such as effective communication, customer service, and adaptability in a team environment.
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Position Requirements
10+ Years
work experience
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