Financial Planner

An excellent opportunity has arisen for a Financial Planner to join a highly respected Chartered financial planning firm in Edinburgh.

The following information provides an overview of the skills, qualities, and qualifications needed for this role.
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 xwzovoh
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