At a Glance
- Tasks: Provide holistic financial planning advice and manage client relationships.
- Company: One of the UK's fastest-growing financial planning firms with a strong reputation.
- Benefits: Attractive salary, established client base, and opportunities for growth.
- Other info: Exciting growth phase with private equity backing and excellent career prospects.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.
Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the Edinburgh region.
The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from strong internal referral streams and the opportunity to build further relationships.
Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.
You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, indepe...
Financial Planner in Edinburgh employer: Recruit Wealth
As one of the UK’s fastest-growing national Financial Planning firms, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. Our Edinburgh location offers a unique opportunity to inherit an established client base while benefiting from strong internal referral streams, ensuring that our Financial Planners can thrive in their roles and deliver exceptional outcomes for clients. Join us to be part of a forward-thinking team that values holistic financial advice and invests in your professional journey.
