Senior Financial Planner
1 week ago
Location: Hybrid – Aberdeen or Central Belt
Opportunity to work a 4-day week while earning a full-time salary
Are you a Financial Planner or Financial Adviser looking for an opportunity with a truly independent, Chartered firm that values client outcomes over sales targets? This well-established firm has offices in Aberdeen, Glasgow, and Edinburgh, offering the flexibility to be based from any location while managing your own diary and working from home.
With a strong focus on HNW clients, this firm provides a steady flow of leads and full paraplanning & admin support with a two-week report turnaround, so you can focus on what you do best—advising clients and growing your portfolio.
What's in it for you?
- Pre-qualified leads & client bank provided
- Competitive and flexible charging structure
- Hybrid working – home or office-based
- Support towards Chartered & Fellow status
What we're looking for:
- Level 4 qualified (ideally Chartered or working towards)
- Proven experience as a Financial Planner or Financial Adviser
- Strong technical knowledge across all areas of financial planning
- A client-first approach with a long-term mindset
Join a firm that offers a supportive, professional environment, empowering you to deliver high-quality advice without rigid sales targets.
Seniority levelNot Applicable
Employment typeFull-time
Job functionOther
IndustriesFinancial Services, Investment Management, and Banking
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