Job Description
An excellent opportunity has arisen for a Financial Planner to join a highly respected Chartered financial planning firm in Edinburgh.
This is a rare chance to inherit an established portfolio of clients while working within a supportive, professional, and well-structured environment.
The Role
You will take responsibility for an existing client bank, delivering high-quality, holistic financial advice while building long-term relationships.
* Managing an established portfolio of clients
* Delivering advice across pensions, investments and protection
* Conducting regular client reviews and financial planning meetings
* Identifying opportunities for new business and referrals
* Working closely with paraplanning and administration teams
* Maintaining high compliance and regulatory standards
About You
* Level 4 Diploma qualified (DipPFS minimum)
* Experience as a Financial Planner or Associate Adviser
* Strong client relationship and communication skills
* Proven ability to manage and develop client portfolios
* Working towards Chartered status (desirable)
Whats on Offer
* Established client bank provided
* Hybrid working model
* Full paraplanning and administrative support
* Competitive salary + bonus structure
* Strong reputation and long-term career progression
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