At a Glance
- Tasks: Provide desk-based financial planning advice and support to clients.
- Company: Dynamic financial planning firm with a tech-driven approach.
- Benefits: Competitive salary, hybrid working, and career development opportunities.
- Why this job: Join a supportive team and help clients achieve their financial dreams.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and relevant experience.
The predicted salary is between 55000 - 55000 £ per year.
Location: Edinburgh
Salary: Up to £55,000
Job Reference: 10466
Recruit UK are looking for a Financial Planner (Desk-Based). If you have a passion for financial planning and delivering outstanding client outcomes, whether you're currently working as a Paraplanner, Mortgage Adviser, Financial Planning Associate, or in a similar role, you're looking for an opportunity to take the next step in your career within a supportive and forward-thinking environment. If you hold the Level 4 Diploma in Regulated Financial Planning and are looking to develop your career within a growing advice team, we'd love to hear from you.
About the Role
This is an exciting opportunity to join a highly successful and technology-driven financial planning team as a Financial Planner. You'll provide desk-based financial planning advice and ongoing service to an established client bank, supporting clients with investable assets of up to £250,000. Working within a hybrid environment, you'll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients achieve their long-term financial goals.
As a Financial Planner, you will:
- Manage and develop relationships with an existing client bank.
