Senior Financial Planner

About the Role

A leading wealth management firm in Edinburgh is seeking a seasoned Financial Planner to join their team. This position offers a competitive salary up to £95,000 plus bonus, with a focus on building enduring client partnerships through high-quality, comprehensive financial advice including investments, pensions, retirement planning, and protection services.

Key Responsibilities

The successful candidate will manage a portfolio of clients, providing tailored financial planning solutions and fostering long-term trusted relationships. Importantly, the role does not involve cold calling or generating clients from scratch, as full infrastructure and support are provided to concentrate on client advisory and relationship building. Collaboration with skilled Paraplanners and Administrators will ensure technical and administrative assistance to deliver exemplary client service.

Required Qualifications and Skills

• Possession of the Level 4 Diploma in Financial Planning is essential.
• Chartered status or progress towards becoming Chartered is preferred.
• Demonstrated history of delivering holistic and robust financial advice.
• Proven ability to develop strong, lasting client relationships.
• Comfortable advising high-net-worth clients on complex financial requirements.
• Strong technical expertise in pensions and investments.
• A client-centric and professional approach to financial advisory.

Benefits and Opportunities

• Competitive salary up to £95,000 depending on experience, with additional bonus and benefits.
• Access to well-established client relationships and new opportunities.
• Support from dedicated paraplanning and administrative teams.
• Significant earning potential in a professional, supportive environment.
• Clear pathways for professional growth and career advancement.
• Resources and backing of a reputable wealth management organization.

Additional Information

This role is ideal for an experienced Financial Planner eager to focus on delivering exceptional advice and nurturing valuable client connections in a firm committed to long-term employee success.