Senior Financial Planner

About the Role

We are seeking a skilled Financial Planner to join a well-established wealth management firm based in Edinburgh. This role offers a comprehensive client-focused financial advisory service, backed by strong professional support and a competitive remuneration package including a salary up to £95,000 plus bonus.

Key Responsibilities

You will be responsible for delivering holistic financial planning advice to a portfolio of clients, fostering long-term relationships and offering expert guidance on investments, pensions, retirement planning, and protection products. The position allows you to focus purely on client advisory without the need for cold calling or starting a client base from scratch, thanks to the robust infrastructure and team support including experienced paraplanners and administrators.

Candidate Profile

• Possession of Level 4 Diploma in Financial Planning is required.
• Preference for Chartered status or actively pursuing it.
• Demonstrable history of delivering comprehensive financial advice.
• Able to cultivate strong, enduring client relationships.
• Experience advising high net worth clients on complex financial matters.
• Solid technical expertise in pension and investment areas.
• Committed to providing professional, client-first advice.

Benefits and Opportunities

• Competitive salary up to £95,000 plus bonus aligned with experience.
• Access to established client relationships and development opportunities.
• Supportive paraplanning and administrative team.
• Excellent potential for earnings with a career development pathway.
• Work within a professional, supportive environment backed by a successful wealth management firm.

Additional Information

This role is ideal for experienced Financial Planners who desire to focus on delivering superior advice and building client value within a firm committed to their professional growth and long-term success.