Chartered Financial Planner Opportunity in Edinburgh – Established Client Bank Comprehensive Salary and Benefits Package on Offer Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability! Why You Should Apply: Client-Centric Role : Deliver high-quality, compliant advice to support our clients' financial goals. Growth Focused : Drive new asset generation and revenue growth. Diverse Responsibilities : Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank Professional Development : Stay compliant with FCA regulations and maintain your technical competence What You'll Do: Provide holistic financial planning consultations and annual reviews Ensure top-notch client service and satisfaction Advise on wealth expansion, debt management, and financial stability Stay updated on market trends and financial regulations Build and retain client relationships through networking and lead generation What We're Looking For: Excellent interpersonal skills and the ability to build trust Strong analytical skills to diagnose challenges and create strategies Proficiency in financial planning software Degree educated, ideally Chartered, with a current SPS and up-to-date CPD Knowledge of the CFP six-step financial planning process and UK financial regulations Join Our Clients Team and Make a Difference! Apply now to become a key player in their Edinburgh team and help their clients secure their financial future. Please contact Pauline Low at Reed on or via LinkedIn for a confidential chat