Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage an established client portfolio and deliver holistic financial advice.
- Company: Respected Chartered financial planning firm in Edinburgh.
- Benefits: Hybrid working model, competitive salary, bonus structure, and full support.
- Other info: Opportunity for long-term career progression and professional development.
- Why this job: Inherit a client bank and build long-term relationships in a supportive environment.
- Qualifications: Level 4 Diploma qualified with strong client relationship skills.
The predicted salary is between 50000 - 60000 £ per year.
An excellent opportunity has arisen for a Financial Planner to join a highly respected Chartered financial planning firm in Edinburgh. This is a rare chance to inherit an established portfolio of clients while working within a supportive, professional, and well-structured environment.
The Role
- Managing an established portfolio of clients
- Delivering advice across pensions, investments and protection
- Conducting regular client reviews and financial planning meetings
- Identifying opportunities for new business and referrals
- Working closely with paraplanning and administration teams
- Maintaining high compliance and regulatory standards
About You
- Level 4 Diploma qualified (DipPFS minimum)
- Experience as a Financial Planner or Associate Adviser
- Strong client relationship and communication skills
- Proven ability to manage and develop client portfolios
- Working towards Chartered status (desirable)
What's on Offer
- Established client bank provided
- Hybrid working model
- Full paraplanning and administrative support
- Competitive salary + bonus structure
- Strong reputation and long-term career progression
Financial Planner in Bonnyrigg employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Bonnyrigg
✨Tip Number 1
Network like a pro! Get out there and connect with other financial planners and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning. Share insights on social media or write articles about market trends. This not only positions you as an expert but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial planning. Think about how you’d manage client portfolios or handle compliance issues. The more prepared you are, the more confident you’ll feel!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented Financial Planners like you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace Financial Planner in Bonnyrigg
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant experience as a Financial Planner to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our firm. Share specific examples of your client relationship skills and how you've successfully managed portfolios in the past.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know the real you!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at AMG Search
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and protection. Familiarise yourself with the latest regulations and compliance standards, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Client Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific situations where you’ve delivered high-quality advice or identified new business opportunities. This will demonstrate your ability to manage an established portfolio effectively.
✨Ask Insightful Questions
Come prepared with questions that show your interest in the firm and the role. Ask about their approach to client reviews or how they support their Financial Planners in achieving Chartered status. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice your responses. Focus on articulating your experience clearly and confidently. The more comfortable you are discussing your qualifications and experiences, the better you'll perform during the actual interview.