At a Glance
- Tasks: Help clients achieve their financial goals with expert planning and support.
- Company: Chartered independent financial planning firm in Edinburgh.
- Benefits: Hybrid work model, client bank, equity incentives, and bonuses.
- Other info: Exciting growth opportunities with a move to a new city-centre office.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in financial planning and strong communication skills.
AMG Search in Edinburgh is seeking two Financial Planners to join a Chartered independent financial planning firm. You will join an established office with an immediate client bank and full paraplanning and technical support, with relocation to a new city-centre office in August 2026.
The roles are hybrid, with 2 days in the office and 1 from home, and a structured environment offering growth, a book of clients, and potential equity incentives and bonuses.
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Financial Planner (Hybrid) | Edinburgh Growth & Equity employer: AMG Search
AMG Search offers a dynamic and supportive work environment, making it an excellent employer for those seeking to lead in the wealth management sector. With a strong focus on employee development and a hybrid working model that promotes work-life balance, team leaders can thrive while overseeing a dedicated group of professionals in Leeds. The company values high standards of client service and fosters a culture of collaboration and growth, ensuring that employees are well-equipped to succeed in their roles.
