My client is a highly regarded, established and award winning wealth management organisation and due to growth and forward planning, they currently seek an experiencedFinancial Plannerto join their Edinburgh office. The firm provides holistic financial planning and wealth management services to private clients and prides itself on a client-first culture, strong professional ethics and long-term relationship management.
The successful candidate will join a collaborative advisory environment working alongside investment professionals and specialist teams to deliver tailored financial planning solutions. The role offers the opportunity to build and develop a high-quality client bank through professional introducer relationships, internal referrals and networking activity, while contributing to the continued growth and development of the financial planning proposition.
The organisation places strong emphasis on professionalism, regulatory excellence and long-term client outcomes, supporting advisers in achieving Chartered status and maintaining the highest standards of FCA-regulated advice.
CORE RESPONSIBILITIES
Provide holistic financial planning and wealth management advice to private clients. Build and develop a client bank through introducer relationships including solicitors, accountants and other professional contacts. Work collaboratively with internal investment professionals to deliver integrated wealth management solutions. Maintain long-term relationships with clients, providing ongoing financial planning advice and regular reviews.
QUALIFICATIONS & EXPERIENCE
SKILLS & ATTRIBUTES
- Support the development of the financial planning offering within the wider business.
- Share technical knowledge with colleagues and mentor junior team members.
- Ensure all client advice and communications adhere to regulatory standards and internal compliance procedures.
- Maintain professional standards in line with FCA requirements and the Senior Managers and Certification Regime.
- Significant financial planning experience in the private client field
- Minimum DipFA qualified with progression towardsChartered Financial Planner statusexpected if not already held
- Proven track record of building and managing a private client portfolio
- Experience delivering holistic financial planning advice
- Strong client relationship management skills
- Excellent networking and communication abilities
- Commercial awareness and results-driven mindset
- Strong understanding of financial planning regulations and compliance
- Ability to work collaboratively in a professional advisory environment