At a Glance
- Tasks: Manage client relationships and provide tailored financial planning solutions.
- Company: Established Chartered independent financial planning firm in Edinburgh.
- Benefits: Competitive salary, bonuses, equity incentives, and full support.
- Other info: Hybrid working model with relocation to new city centre offices in 2026.
- Why this job: Join a rapidly growing firm with an immediate client bank and excellent career prospects.
- Qualifications: DipPFS qualified; Chartered status is a plus.
The predicted salary is between 60000 - 90000 € per year.
AMG Search is delighted to be working with a well-established, Chartered independent financial planning firm in Edinburgh to recruit two Financial Planners. These are growth roles driven by excess client demand and represent a genuine opportunity to join a business that has tripled its turnover in recent years and has serious infrastructure in place to support its advisers.
The Role
- Both positions are based in Edinburgh and they are in the process of relocating to new offices in August 2026.
- You will be provided with an immediate client bank from day one, with no requirement to self-generate initially.
- Full paraplanning, technical and administrative support is provided throughout.
Key Details
- Immediate client bank provided — initial AUM of approximately £60m to £80m
- Around 150 client reviews per year
- Leads also provided in addition to the existing client bank
- Equity and share incentives planned for later this year
- Full paraplanning and technical support provided
Salary and Package
- Depending on experience £60,000 to £80,000 basic
- Senior £80,000 to £90,000 basic
- New business bonus: 20% on first £50,000 written, 40% thereafter
- Additional net new assets bonus commencing year 2
Working Pattern
- Hybrid — typically 2 days in office, 1 day working from home, 2 days seeing clients
- Relocating to new office in the city centre in August 2026
What We Are Looking For
- DipPFS qualified as a minimum, Chartered status advantageous
- Strong client relationship skills
- Comfortable managing an existing book and growing it over time
- Team orientated with a preference for a structured, supported environment
Please apply below if you are interested.
FINANCIAL PLANNER | Edinburgh | x2 employer: AMG Search
Join a dynamic and rapidly growing Chartered independent financial planning firm in Edinburgh, where you will benefit from an immediate client bank and comprehensive support from paraplanning to administration. With a strong emphasis on employee growth, competitive salary packages, and the exciting prospect of relocating to new city centre offices in 2026, this is an excellent opportunity for Financial Planners seeking a rewarding career in a supportive and collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land FINANCIAL PLANNER | Edinburgh | x2
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your qualifications and experience. Bring along examples of your work or case studies that showcase your financial planning prowess. We want to see how you can add value right from the start!
✨Be Ready for the Interview
Prepare for interviews by researching the company and understanding their client base. Think about how your skills align with their needs. We recommend practising common interview questions and having a few thoughtful questions ready to ask them too!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Financial Planner role!
We think you need these skills to ace FINANCIAL PLANNER | Edinburgh | x2
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Planner role. Highlight your qualifications, especially if you have DipPFS or Chartered status, and showcase your client relationship skills.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with managing client portfolios and how you can contribute to the firm's growth.
Showcase Your Team Spirit:Since we value a team-oriented approach, make sure to mention any experiences where you've successfully collaborated with others. This will show us that you thrive in a structured, supportive environment.
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 regarding your application status.
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key performance indicators relevant to the role, such as AUM and client retention rates. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client Relationship Skills
This role requires strong client relationship skills, so prepare examples that highlight your ability to build and maintain relationships. Think about specific instances where you’ve turned a challenging client situation into a success story. This will show your potential employer that you can handle their existing client bank effectively.
✨Understand the Company’s Growth
Research the firm’s recent growth and infrastructure developments. Being able to discuss how you can contribute to their ongoing success will impress the interviewers. Mention how your experience aligns with their goals, especially regarding managing and growing an existing book of business.
✨Prepare for Technical Questions
Since full paraplanning and technical support are provided, be prepared to answer questions about financial planning strategies and tools. Familiarise yourself with the latest trends in financial planning and be ready to discuss how you would leverage these in your role. This shows that you’re proactive and knowledgeable.
