Financial Planner

7 days ago


Edinburgh, United Kingdom JohnstonGreer Full time

Financial Advisor

£48,000 to £56,000 plus bonus and benefits

Financial Planner required by this prominent IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known in the area and it continues to grow through the acquisition of quality business and anincrease in third-party introductions.

You will operate on an IFA basis as part of the Private Client team and will provide advice across Investments and Retirement Planning plus some Protection. Working with the firm’s existing client portfolio you will service recurring income whilst also dealingwith new clients generated through marketing initiatives.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Pensions and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.


  • Financial Planner

    6 days ago


    Edinburgh, United Kingdom MB Fitzgerald Full time

    **Financial Planner - Edinburgh - National Wealth & Investment Management Organisation - HNW Client book provided - Salary around £60K plus great company benefits and Bonus** MBF Are currently working with one of the UK's premier Wealth & Investment Management Organisations who are looking to recruit an experienced Financial Planner. The role: - You will...

  • Financial Planner

    1 week ago


    Edinburgh, United Kingdom mbf. Full time

    **Financial Planner - Edinburgh - Leading Investment Management Organisation - Salary negotiable around £55K plus bonus and Benefits** Our client is one of the leading names in both the Investment Management and Wealth Planning markets in the UK. As part of a continued growth plan, they are currently seeking Financial Advisers to join their newest Wealth...

  • Financial Planner

    1 month ago


    Edinburgh, Scotland, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full time

    Financial Planner / Edinburgh / Permanent / Competitive reward structureDue to continued success, our client is seeking an Edinburgh-based financial planner to assist with developing its award-winning wealth offering further.Extremely client-focused, this well-established, secure and well run wealth manager offers market-leading financial advice through its...


  • 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...


  • Edinburgh, United Kingdom BWD Search & Selection Full time

    BWD are supporting a leading financial planning and investment management firm with the hiring of a progressive financial planner. Continued growth within their Edinburgh office has created a need for a further financial planner initially servicing and developing the needs of some of their existing clients. A recent acquisition will see a continued flow of...

  • Financial Planner

    6 days ago


    Edinburgh, United Kingdom mbf. Full time

    **Financial Planner - Edinburgh - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book The company: - With...

  • Financial Planner

    1 week ago


    Edinburgh, United Kingdom Recruit UK Full time

    **Have you reached that point of your career as a Financial Adviser where you are more of a farmer than a hunter?** **Want to focus more on servicing clients to a high standard and build long lasting relationships?** Recruit UK are working on an excellent opportunity for a Financial Planner in Edinburgh to join one of the UK’s leading and rapidly growing...

  • Financial Planner

    6 days ago


    Edinburgh, United Kingdom mbf. Full time

    **Financial Planner - Edinburgh - National Wealth Management Organisation - Hybrid working - Salary to £60,000 plus Bonus plus Benefits** MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in Edinburgh. The role: - The role is focused on servicing...

  • Financial Planner

    3 days ago


    Edinburgh, United Kingdom Three Bridges Recruitment LTD Full time

    Three Bridges Recruitment are proud to present an opportunity with a successful asset management company based in Edinburgh. This company is reporting large growth and maintains a fantastic number of high net worth clients as well as great personal relationshipswith all they advise. This role would be perfect for an individual looking to get into full time...

  • Financial Planner

    2 months ago


    Edinburgh, United Kingdom Cooper White Group Full time

    About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner Director, who can...

  • Financial Planner

    2 months ago


    Edinburgh, United Kingdom Cooper White Group Full time

    Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland. They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial...


  • Edinburgh, United Kingdom Capio Recruitment Full time

    **Job Title - Chartered Financial Planner** **Location - Edinburgh** **Salary - £65,000 - £75,000 + Bonus** Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an experienced Financial Planner to join a practice in Edinburgh. Our client has set high standards with the advice they provide, putting their...


  • Edinburgh, United Kingdom mbf. Full time

    **Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress.** Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Edinburgh The role: - This exceptional opportunity is a chance for an...

  • Financial Planner

    5 days ago


    Edinburgh, United Kingdom Heat Recruitment Full time

    An exciting opportunity has arisen for an experienced financial planner to to join a growing asset management business based in central Edinburgh. The business is looking for a highly-technical individual to come in and oversee the servicing of a significant client bank. You can also expect to generate new business by referrals from this bank and through the...

  • Financial Planner

    4 weeks ago


    City of Edinburgh, United Kingdom Cooper White Group Full time

    Job Description About the job Overview Our client is a top Investment Management institution, which earlier this year received a major investment giving them the financial backing to expand their presence across Scotland.They are looking to relaunch their strategy to focus on financial planning and are looking to bring on an experienced Financial Planner...


  • Edinburgh, United Kingdom Recruit UK Full time

    **Are you seeking a structured and clear route to becoming a competant Financial Adviser?** **Do you hold your full level 4 but know where you currently work won't put you into Advice?** Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Edinburgh to join one of the UK’s leading and rapidly growing Financial Advice...


  • Edinburgh, United Kingdom Recruit UK Full time

    **Do you have a Diploma in Financial Planning?** **Seeking to get into advice? Maybe you want to attain CAS status?** **Am I talking your language? This could be an excellent next step for you!** Recruit UK are working on an excellent opportunity for an Associate Financial Planner in Bristol to join one of the UK’s leading and rapidly growing Financial...


  • Edinburgh, Edinburgh, United Kingdom Lusona Consultancy Full time

    About the Role:Lusona Consultancy is seeking a highly experienced Corporate Financial Planner to join our team in Edinburgh. As a key member of our finance team, you will play a crucial role in shaping the financial direction of our organisation.The ideal candidate will have a professional qualification (CIMA, CA, ACCA, ACA or CFA) or extensive relevant...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced Financial Planner to join our partner firm on an employed basis. The successful candidate will provide holistic financial guidance to clients and support investment professionals in cultivating relationships.About the RoleDeliver comprehensive financial advice to a diverse range of clientsSupport investment professionals in...


  • Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full time

    Role OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...