At a Glance
- Tasks: Help clients with financial planning across pensions, investments, and tax.
- Company: Join a leading wealth management firm in Edinburgh focused on growth and client relationships.
- Benefits: Enjoy a competitive salary, private medical insurance, and full study support.
- Other info: Collaborate with investment managers and contribute to the firm's growth strategy.
- Why this job: Accelerate your career in a supportive environment with clear progression opportunities.
- Qualifications: Must be recently qualified (minimum Level 4) and eager to achieve Chartered status.
Financial 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.
- 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
#J-18808-LjbffrFinancial Planner in Edinburgh employer: mbf
Join a leading wealth management firm in Edinburgh, where you will thrive in a supportive and growth-oriented environment. With competitive salaries, comprehensive benefits, and a strong commitment to professional development, this role offers you the chance to build meaningful client relationships while advancing your career. Enjoy a collaborative work culture that prioritises your success and provides clear pathways for progression.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Edinburgh
✨Tip Number 1
Network actively within the financial services sector in Edinburgh. Attend local finance events, seminars, and workshops to meet potential clients and industry professionals who can refer you to opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share insights, articles, and engage with others in the industry to build your online presence and attract attention from recruiters.
✨Tip Number 3
Consider joining professional associations related to financial planning. Being part of these groups can provide valuable networking opportunities and access to job openings that may not be advertised elsewhere.
✨Tip Number 4
Prepare for interviews by researching the firm’s values and recent developments in the wealth management sector. Tailor your discussions to demonstrate how your skills align with their growth strategy and client-centric approach.
We think you need these skills to ace Financial Planner in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your qualifications, especially your Level 4 certification and any relevant experience in financial planning. Emphasise your interpersonal skills and any previous roles where you've successfully developed client relationships.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for financial planning and your commitment to achieving Chartered status. Mention specific examples of how you've identified new business opportunities or collaborated with teams in the past.
Highlight Relevant Skills:In your application, focus on skills that align with the job description, such as your ability to deliver holistic financial advice, manage client portfolios, and contribute to business development strategies.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience during the interview. Discuss how your education has prepared you for the role and your commitment to achieving Chartered status.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Emphasise your consultative approach and how you prioritise client needs in your financial planning.
✨Highlight Team Collaboration
Since this role requires working closely with internal teams, be ready to discuss instances where you've collaborated effectively with others. Show how you can contribute to a seamless client experience by working well with investment managers and other stakeholders.
✨Be Prepared for Business Development Questions
Expect questions about how you would identify new business opportunities. Think of strategies you've used in the past or ideas you have for networking and growing the firm's client base, demonstrating your commercial awareness and drive.
