Financial Planner

12 hours ago


Edinburgh, Edinburgh, United Kingdom CV Library Full time
Financial Planner Opportunity

We 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 Role

You will provide your clients with advice in Pensions, Investments, taxation planning, and Protection. To be considered for this role, you will need:

  • Knowledge and experience in Pensions, Investments, taxation planning, and Protection.
  • Proven experience as a successful Financial Planner or looking to take that next step from Associate Adviser.
About Our Client

Our client is a highly respected financial planning firm established in 1988. They were one of the first 100 Chartered firms in the UK and are now one of Scotland and the UK's leading financial services businesses, currently advising on over £420 million of clients' assets.

Our client offers beautiful offices in Edinburgh city centre, providing an outstanding opportunity to work with a highly successful and respected financial planning firm.


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