Financial Divisions in Edinburgh is seeking a Senior Financial Planner (ideally Chartered) to manage a client base of 90 clients (£120m AUM) with a hybrid working model. The role covers pensions, investments, estate planning, trusts and IHT planning, serving clients across Edinburgh, Glasgow and the north of England.
The successful candidate will have 4+ years of advising experience, CAS signed off and active SPS, and will play a key role in intergenerational planning while building strong
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Senior Financial Planner | Hybrid Edinburgh | £100k+ employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
