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 Proven ability xwzovoh 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