Senior Financial Planner

Overview

As a Financial Planner in Edinburgh, you will deliver holistic financial planning to an existing client portfolio, focusing on investments, pensions, retirement planning and protection. You work with experienced paraplanners and admins to provide high‑quality advice and strengthen client relationships. You won’t be building a book from scratch; you’ll leverage established clients and support to scale your impact. This role blends technical excellence with a client‑first approach in a respected wealth management firm.

Pay / Benefits

• Salary up to 95,000
• Bonus
• Benefits package
• Dedicated paraplanning and administrative support
• Professional working environment
• Career development and progression

Responsibilities

• Provide holistic financial planning across investments, pensions, retirement planning, and protection for a portfolio of clients
• Develop and nurture long‑term client relationships
• Deliver high‑quality, compliant advice using established infrastructure and support
• Collaborate with paraplanners and administrators to ensure exceptional client service
• Contribute to ongoing client service and quality assurance within a wealth management team
• Remain compliant and professional, with a focus on client-first advice

Key requirements

• Level 4 Diploma in Financial Planning
• Proven track record of holistic financial advice
• Ability to build strong, trusted client relationships
• Experience advising high net worth (HNW) clients on complex needs
• Strong technical knowledge across pensions and investments
• Professional, client-first approach to advice

• Client-centric mindset
• Strong interpersonal skills
• Professionalism
• Pensions knowledge
• Investments knowledge
• Holistic financial planning

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