Financial Planner - Wealth Management Firm - Edinburgh

Edinburgh, Midlothian
60000 - 90000
07 Dec 2018
Contract Type
Full Time

Reed is working with a highly successful, well-known Wealth Management company with strong connections to a successful Accountancy business.

They have a large, strong client following and modern offices in Edinburgh city centre.

They have a strong core team of advisers, most of whom are chartered, qualified Paraplanners and Wealth Management Administrators in the Edinburgh office.

They are currently looking for the right type of Financial Planner to join their team. Working in conjunction with the directors to build and develop trusted relationships with current and potential clients. You will be involved with delivering bespoke financial planning and wealth management advice whilst keeping to the core principal of providing cutting edge solutions to their loyal client base.

You should hold Diploma (Dip PFS) or equivalent, ideally progressing towards Chartered status and have a proven ability to deal with new and existing clients on a fee basis (CF30).

You should have technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions. You should be successful in your current role producing a minimum of £150,000 in new and recurring income annually.

You can expect a great benefits package with salary up to £60,000 (DOE) plus an attractive bonus scheme.

This is a fantastic opportunity for a Diploma qualified Financial Planner looking to move to a well-respected wealth management organisation with excellent career development opportunities.

For further information, please apply or contact Kenny Blair on or

Similar jobs

Similar jobs