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Financial Planner

3 months ago

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

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


An Edinburgh firm who prides themselves on providing high quality, independent financial 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 a client-facing advice role. And don’t worry – you will be provided with all the tools you need to succeed, including all software and ongoing compliance training. This firm holds Chartered status and welcomes every opportunity for their staff to upskill and pursue further qualifications.


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


What’s in it for you?

  • Competitive salary
  • Good commission scheme
  • Pension
  • DIS (x2)
  • Income Protection
  • Flexible working


Job Title: Financial Planner

Location: Edinburgh

Salary: £45 - 60k (negotiable)

REF: 9131