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Senior Recruitment Professional - Financial Services
Salary: to £60,000 + Excellent Benefits + Full Study Support
A leading wealth management and investment firm is seeking an ambitious and recently qualified Financial Planner to join their Edinburgh team. This is an excellent opportunity for a driven individual (minimum Level 4 qualified) looking to accelerate their career within a supportive, growth-focused environment.
You’ll play a key role in developing new client relationships while also managing and growing existing ones. This is not a farming role — success here will come from your ability to identify opportunities, win new business, and collaborate effectively across internal teams, especially with the firm’s investment managers.
Key Responsibilities:
* Deliver holistic financial planning advice across pensions, investments, tax, and estate planning
* Build and manage a diverse portfolio of clients, with a focus on relationship development and retention
* Work closely with internal teams to identify new opportunities and deliver a seamless client experience
* Contribute actively to the firm’s growth strategy through networking and business development
Ideal Candidate:
* Recently qualified Financial Planner (minimum Level 4), with a commitment to achieving Chartered status (full support provided)
* Excellent interpersonal and communication skills, with a consultative and client-centric approach
* Commercially aware with the drive and confidence to develop new business opportunities
* A strong team player, able to work collaboratively with both internal stakeholders and clients
What’s on Offer:
* Competitive base salary of up to £60,000 + bonus
* Full paraplanning and admin support to let you focus on advising and relationship-building
* Private medical insurance, group life cover, income protection, generous pension, and more
* Clear progression pathway and access to a wide network of internal referrals
* Strong commitment to professional development and ongoing study support
This is a unique chance to join a dynamic team within a well-respected firm, with plenty of scope to shape your future and build your profile in the industry.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
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