Rodeo
Get started

Financial Divisions

Senior Financial Planner

City of Edinburgh
£80k – £100k/yr
Posted 1 day ago
Sign up to applySee more jobs like this
Get notified of more jobs like this · No spam, ever

How your CV stacks up

1Upload CV
2Analyse CV
3Improve CV

Upload your CV to see how well it fits this job role

?%

Senior Financial Planner (ideally Chartered or close)

Manage 90 clients totalling £120m AUM

Edinburgh Offices with hybrid working

Up to £100k basic salary

Attractive benefits package

Bonus scheme: 3 x validation with 25% bonuses (on all fees)

About the Role

  • Seeking a Senior Financial Planner (who is ideally Chartered or working to it)
  • 4 years of advising experience as a minimum is required
  • Must have CAS signed off and active SPS
  • Edinburgh offices, but lots of flexible working available

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

See breakdown
Save jobNot relevant
View details

It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

See breakdown
Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

See breakdown
Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Responsibilities

  • Manage up to 90 clients totalling £120m AUM
  • Clients are resident across Edinburgh, Glasgow and surrounding counties
  • Additional clients in the northern counties of England
  • Clients assets are £1m - £3m on average
  • Lots of large multi-generational families and retiring business owners
  • Business mix: pensions, investments, estate planning, Trusts, IHT planning
  • Lots of work on intergenerational planning will be involved with clients
  • Very strong relationship with local accountancy and solicitor practices
  • Abundance of leads to be given to an Adviser to generate new business

Get help with your application

Your very own career expert that helps elevate your application to the next level.

Get help applying for this job

Contact

Contact Peter at Financial Divisions for more details - peter@financialdivisions.co.uk

Trusted by 25,000+ job seekers

“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”

Jessica, London

Get help applying for this job

Location

City of Edinburgh, Scotland, United Kingdom

Sign up to applySee more jobs like this