Financial Planner – Edinburgh / Scotland (Chartered Preferred)
Salary: £70,000–£80,000 basic + bonus (OTE £100K–£110K+)
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.
Package & Benefits
-
Basic salary: £70,000–£80,000
-
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.
Sector:
- Financial Services
- Financial Planning
