Financial Planner

Financial Planner (Desk-Based)

Job Title:
Financial Planner (Desk-Based)

Location:
Edinburgh

Salary:
Up to £55,000

Job Reference: 10466

Recruit UK are looking for a Financial Planner (Desk
-Based). If you have a passion for financial planning and delivering outstanding client outcomes. Whether you're currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you're looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment.

If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we'd love to hear from you.

About the Role

This is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You'll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000.

Working within a hybrid environment, you'll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals.

As a Financial Planner, you will:

• Manage and develop relationships with an existing c...