Financial Planning Expert

4 days ago


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

We are seeking an experienced and skilled Financial Adviser to manage a portfolio of existing clients and pursue new high-net-worth (HNW) client opportunities. As a key member of our team, you will provide personalized financial guidance, developing tailored plans to meet clients' objectives.

The ideal candidate will possess:

  • Significant experience as a Financial Adviser, preferably with SPS & CAS Status
  • A Diploma in Financial Planning (Dip PFS) or equivalent qualification

This role offers a highly rewarding opportunity for an ambitious professional to excel in their career. You will be part of a dynamic team that values collaboration and innovation.

We offer a comprehensive package including:

  • A competitive starting salary up to £65,000 per annum
  • Excellent bonus structures and commission opportunities


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