IDEX Consulting Ltd
Senior Financial Planner
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Financial Planner – Edinburgh
Salary up to £95,000 + Bonus
An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an opportunity to join an established and successful firm offering a genuinely client-focused approach to financial planning, excellent professional support and a highly competitive remuneration package.
The Opportunity
You will provide holistic financial planning advice to a portfolio of clients, developing long-term relationships and delivering high-quality advice across investments, pensions, retirement planning, and protection.
Importantly, this is not a role where you will be expected to spend your time cold calling or building a client bank from scratch. You will have the infrastructure and support around you to allow you to focus on what you do best – advising clients and developing relationships. You'll work alongside experienced Paraplanners and Administrators, giving you the technical and administrative support required to provide an exceptional service to your clients.
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What We're Looking For
We are interested in speaking with experienced Financial Planners who:
- Hold the Level 4 Diploma in Financial Planning.
- Ideally de Chartered on on the road to being Chartered.
- Have a proven track record of providing holistic financial advice.
- Can build strong, trusted, and lasting client relationships.
- Are comfortable advising HNW clients on more complex financial planning needs.
- Have strong technical knowledge across pensions and investments.
- Take a professional, client-first approach to advice.
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What's on Offer?
- Salary up to £95,000, depending on experience, plus an attractive bonus and benefits package.
- You'll also benefit from:
- Established client relationships and opportunities.
- Dedicated paraplanning and administrative support.
- Excellent earning potential.
- A professional and supportive working environment.
- Genuine opportunities for career development and progression.
- The backing and resources of a successful wealth management business.
This is an excellent opportunity for an accomplished Financial Planner who wants to concentrate on providing quality advice and developing valuable client relationships within a business that will invest in their long-term success.
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