Job Description
Job Role: Financial Planner
Contract Type: Employed
Office Location: Edinburgh
Salary: Up to £80,000 Basic Salary (100k+ OTE)
Reference Number: 9819
The Company
Recruit UK is partnering with a top-tier UK wealth management firm renowned for delivering bespoke financial planning and investment management services. Driven by a clear purpose, to empower more people through trusted advice, the firm is dedicated to helping clients make informed decisions and secure their financial futures.
Following a series of successful mergers, this firm has built a strong reputation and is widely regarded as a leader in the financial planning industry. You'll have the advantage of inheriting an established client base, access to a well-developed network of professional partners, and the support of a collaborative team of local Investment Managers, providing a solid foundation to grow and develop your portfolio.
The Opportunity
We are currently seeking an experienced Financial Planner to join a growing team in Edinburgh.
This is an exciting opportunity to work with an established client base while actively growing your own portfolio. You will collaborate closely with the Investment Management team to deliver comprehensive financial solutions to high-net-worth (HNW) individuals.
Whether you're looking to take the next step in your career or bring your established skills to a forward-thinking firm, this role offers the perfect platform to develop and thrive.
Key Responsibilities
* Proactively develop new business opportunities and nurture existing client relationships
* Provide tailored financial planning advice to HNW clients, ensuring excellent service delivery
* Conduct regular reviews in line with clients' evolving goals, risk appetite, and financial objectives
* Maintain accurate and up-to-date client records and documentation
* Work collaboratively with Investment Management colleagues to deliver integrated client solutions
* Minimise client attrition by delivering consistent, value-added service
Requirements..
To succeed in this role, you will ideally have:
* A relevant Level 4 qualification (working towards Level 7 is desirable)
* An up-to-date Statement of Professional Standing (SPS)
* A proven track record of new business development and relationship management
* Strong interpersonal and communication skills
* A genuine passion for delivering first-class client service
What’s on Offer..
* Basic salary of up to £80,000 with 100k+ OTE
* Clients provided from day one, along with lead generation through professional partnerships
* Full Administration and Paraplanning, marketing, and events support
* Private medical insurance
* Life assurance and pension contribution
* Hybrid working model
* Generous holiday entitlement with the option to purchase additional leave
* Shared parental leave
* Cycle to work scheme
* Season ticket loan
* Eye care support
* Fully funded training and support toward professional qualifications
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Planning firm in Edinburgh on a Financial Planner role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the job market