Financial Planner

Senior Recruitment Professional – Financial ServicesFinancial Planner – Edinburgh / Scotland (Chartered Preferred)

Location: Edinburgh / Central Belt – flexible home/field working with office presence

Benefits: Generous pension, PHI, DIS, comprehensive benefits package

A leading national wealth management firm is seeking an experienced Financial Planner to take ownership of an established client book and drive new business growth in Scotland. This is a unique opportunity to be the firm\’s only Financial Planner in Scotland , managing a portfolio of around 100 high-net-worth families generating c. £400K in recurring income .

Key Responsibilities

Deliver high-quality financial planning advice and ongoing client reviews.

Identify, develop, and convert new business opportunities through networking, internal education, and professional relationships.

Collaborate with actuaries, consultants, and insurance professionals to generate leads from PMI schemes, Marsh Insurance , and other intermediaries.

Maintain compliance with FCA regulations and internal standards.

Travel locally to meet clients and attend the Edinburgh office for networking and business development.

Candidate Requirements

Experienced Financial Planner with a proven track record in servicing clients and generating new business.

Chartered Financial Planner preferred; Pension Transfer Specialist (PTS) advantageous.

Strong gravitas, interpersonal skills, and professionalism to engage clients and intermediaries.

Self-motivated and proactive, able to work independently with remote support staff.

Excellent communication and relationship management skills.

Bonus & OTE: £100K–£110K+ with 3.5x salary validation; additional upside for strong new business performance

Generous pension contributions, private health insurance, death in service, and comprehensive benefits

Full paraplanning and administrative support provided remotely

Flexible working policy, with emphasis on client meetings and office presence

This role offers a rare chance for an ambitious Financial Planner in Edinburgh to manage a high-quality client base and significantly grow the business in Scotland.

Seniority levelAssociate

Employment typeFull-time

Job functionFinance and Sales

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