Senior Financial Planner
Listed on 2026-09-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Financial Planner - Edinburgh
Salary up to £95,000 + Bonus
An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh.
This is an opportunity to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package.
The Opportunity
You will provide holistic financial planning advice to a portfolio of clients, developing long-term relationships and delivering high-quality advice across investments, pensions, retirement planning and protection.
Importantly, this is not a role where you will be expected to spend your time cold calling or building a client bank from scratch. You will have the infrastructure and support around you to allow you to focus on what you do best - advising clients and developing relationships.
You'll work alongside experienced Paraplanners and Administrators, giving you the technical and administrative support required to provide an exceptional service to your clients.
What We're Looking For
We are interested in speaking with experienced Financial Planners who:
- Hold the Level 4 Diploma in Financial Planning.
- Ideally de Chartered on on the road to being Chartered.
- Have a proven track...
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