At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Join a highly regarded wealth management firm in Edinburgh.
- Benefits: Salary up to £95,000 plus bonuses, with dedicated support and career development.
- Other info: Inclusive culture promoting diversity and authentic self-expression.
- Why this job: Focus on quality advice without cold calling, backed by a successful business.
- Qualifications: Level 4 Diploma in Financial Planning and experience with HNW clients.
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 be Chartered or on the road to being Chartered.
- Have a proven track record of providing holistic financial advice.
- Can build strong, trusted and lasting client relationships.
- Are comfortable advising HNW clients on more complex financial planning needs.
- Have strong technical knowledge across pensions and investments.
- Take a professional, client-first approach to advice.
What's on Offer?
Salary up to 95,000, depending on experience, plus an attractive bonus and benefits package. You'll also benefit from:
- Established client relationships and opportunities.
- Dedicated paraplanning and administrative support.
- Excellent earning potential.
- A professional and supportive working environment.
- Genuine opportunities for career development and progression.
- The backing and resources of a successful wealth management business.
This is an excellent opportunity for an accomplished Financial Planner who wants to concentrate on providing quality advice and developing valuable client relationships within a business that will invest in their long-term success.
Senior Financial Planner in Midlothian employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
