Financial Planner

1 month ago


Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you well versed in giving financial advice and looking for a new challenge?


A Chartered Edinburgh firm who prides themselves on providing high quality independent advice to their loyal client base is looking for a Financial Planner who can hit the ground running. You will have the opportunity to work with an established client bank while also generating new business. Plus with full paraplanning and technical support provided, you can focus on what you do best – providing holistic financial planning that delivers an excellent outcome for the client.


Looking for someone who is Diploma Qualified, with at least 2 years’ experience in giving financial advice. And don’t worry – you will be provided with all the tools you need to succeed, including all software and ongoing compliance training.


If you’re ready to take your Financial Planning career to the next level and work for a company who values your contributions and supports your growth, this could be your next chapter.


What’s in it for you?

  1. Competitive salary
  2. Good commission scheme
  3. DIS (x2)
  4. Income Protection
  5. Flexible working
  6. 5% pension


Job Title: Financial Planner

Location: Edinburgh

Salary: £60,000 + bonus + benefits (negotiable d.o.e)

REF: 9131


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.


  • Financial Planner

    1 month ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...

  • Financial Planner

    1 month ago


    Edinburgh, Edinburgh, United Kingdom CV Library Full time

    Financial Planner OpportunityWe are seeking a talented Financial Planner to join our successful advisory team in Edinburgh, Perth, or Stirling areas. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.About the RoleYou will provide your clients with advice in Pensions, Investments, taxation planning, and...

  • Financial Planner

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking a talented Financial Planner to join our successful advisory team. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key ResponsibilitiesProvide clients with advice on Pensions, Investments, taxation planning, and Protection.Develop and maintain strong...

  • Financial Planner

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

    Financial Planner OpportunityAMG Search is seeking a talented Financial Planner to join our successful advisory team. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key ResponsibilitiesProvide clients with advice on Pensions, Investments, taxation planning, and Protection.Develop and maintain strong...

  • Financial Planner

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

    Financial Planner Opportunity at AMG SearchAMG Search is seeking a talented Financial Planner to join its successful advisory team. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide clients with advice on Pensions, Investments, taxation planning, and Protection.Develop and...

  • Financial Planner

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom AMG Search Full time

    Financial Planner Opportunity at AMG SearchAMG Search is seeking a talented Financial Planner to join its successful advisory team. As a Financial Planner, you will inherit a strong portfolio of loyal clients to look after and develop.Key Responsibilities:Provide clients with advice on Pensions, Investments, taxation planning, and Protection.Develop and...

  • Financial Planner

    1 month ago


    Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    Unlock Your Potential as a Financial PlannerAre you a skilled financial advisor looking for a new challenge? We're seeking a talented individual to join our team as a Financial Planner, where you'll have the opportunity to work with a loyal client base and generate new business.As a Financial Planner, you'll be responsible for providing high-quality,...

  • Financial Planner

    4 weeks ago


    Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    Unlock Your Potential as a Financial PlannerAre you a skilled financial advisor looking for a new challenge? We're seeking a talented individual to join our team as a Financial Planner, where you'll have the opportunity to work with a loyal client base and generate new business.As a Financial Planner, you'll be responsible for providing high-quality,...


  • Edinburgh, United Kingdom AMG Search Full time

    AMG Search is currently looking for a Financial Planner to join a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions. - In this important Financial Planner role you will be home based and in complete control of your working pattern. - Our client will offer you a client base in a trusted...


  • Edinburgh, United Kingdom Recruit UK Full time

    **Are you an experienced Paraplanner looking to become a Financial Planner?** A well-regarded Chartered firm in Edinburgh is extending a warm invitation for an ambitious individual who is eager to become a Financial Planner. Joining this business during an exciting phase of substantial growth, they are looking for someone who has a wealth of knowledge in...

  • Financial Planner

    4 weeks ago


    edinburgh, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external...

  • Financial Planner

    1 month ago


    Stockbridge, City of Edinburgh, United Kingdom CV-Library Full time

    AMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners.. The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop. You will also receive high calibre leads and introductions with a particular...

  • Financial Planner

    4 weeks ago


    Edinburgh, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external...

  • Financial Planner

    6 days ago


    Edinburgh, United Kingdom Nigel James Associates Ltd Full time

    Job Description Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and...

  • Financial Planner

    1 week ago


    edinburgh, United Kingdom Nigel James Associates Ltd Full time

    Role Nigel James Associates is excited to partner with a top national wealth manager to secure a progressive financial planning hire within their Edinburgh office. Due to succession planning they are looking for someone to take over an existing client portfolio from a retiring IFA, alongside working closely with the Investment Managers and external...

  • Financial Planner

    2 months ago


    Stockbridge, City of Edinburgh, United Kingdom AMG Search Full time

    AMG Search has an outstanding opportunity for a talented Financial Planner to join the successful advisory team of a high profile and respected firm of Chartered Financial Planners..The Financial Planner will inherit a strong portfolio of loyal clients to look after and develop. You will also receive high calibre leads and introductions with a particular...

  • Financial Planner

    1 month ago


    Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you well versed in giving financial advice and looking for a new challenge? A Chartered Edinburgh firm who prides themselves on providing high quality independent advice to their loyal client base is looking for a Financial Planner who can hit the ground running. You will have the opportunity to work with an established client bank while also generating...

  • Financial Planner

    1 month ago


    Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full time

    Are you well versed in giving financial advice and looking for a new challenge? A Chartered Edinburgh firm who prides themselves on providing high quality independent advice to their loyal client base is looking for a Financial Planner who can hit the ground running. You will have the opportunity to work with an established client bank while also generating...


  • Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

    Shape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...


  • Edinburgh, Edinburgh, United Kingdom Hymans Robertson Full time

    Shape Financial Futures as a Chartered Financial Planner at Hymans RobertsonWe are seeking a highly motivated and experienced Chartered Financial Planner to join our esteemed team. In this role, you will play a pivotal part in guiding individuals and organizations towards their financial goals by providing comprehensive financial planning solutions.Your...