Financial Planner

Senior Recruitment Professional - Financial Services

Financial Planner – Edinburgh / Scotland (Chartered Preferred)

Location: Edinburgh / Central Belt – flexible home/field working with office presence

Benefits: Generous pension, PHI, DIS, comprehensive benefits package

A leading national wealth management firm is seeking an experienced Financial Planner to take ownership of an established client book and drive new business growth in Scotland. This is a unique opportunity to be the firm’s only Financial Planner in Scotland, managing a portfolio of around 100 high-net-worth families generating c. £400K in recurring income.

Key Responsibilities

• Deliver high-quality financial planning advice and ongoing client reviews.


• Identify, develop, and convert new business opportunities through networking, internal education, and professional relationships.


• Collaborate with actuaries, consultants, and insurance professionals to generate leads from PMI schemes, Marsh Insurance, and other intermediaries.


• Maintain compliance with FCA regulations and internal standards.


• Travel locally to meet clients and attend the Edinburgh office for networking and business development.

Candidate Requirements

• Experienced Financial Planner with a proven track record in servicing clients and generating new business.


• Chartered Financial Planner preferred; Pension Transfer Specialist (PTS) advantageous.


• Strong gravitas, interpersonal skills, and professionalism to engage clients and intermediaries.


• Self-motivated and proactive, able to work independently with remote support staff.


• Excellent communication and relationship management skills.


• Bonus & OTE: £100K–£110K+ with 3.5x salary validation; additional upside for strong new business performance


• Generous pension contributions, private health insurance, death in service, and comprehensive benefits


• Full paraplanning and administrative support provided remotely


• Flexible working policy, with emphasis on client meetings and office presence

This role offers a rare chance for an ambitious Financial Planner in Edinburgh to manage a high-quality client base and significantly grow the business in Scotland.

Seniority level

Associate

Employment type

Full-time

Job function

Finance and Sales