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Senior Financial Planner - Edinburgh - No clients required

Senior Financial Planner - Edinburgh - No clients required

Posted 25 June by REED
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Reed is working with a highly successful, well-known Asset Management / Wealth Management company with a large, strong client following and offices throughout the UK including Edinburgh.

They are currently going through a period of growth. Could you be the next person to join their Financial Planning team as a Senior Financial Planner?

They are looking for a Financial Planner to work in conjunction with the head of practice to build and develop trusted relationships with current and potential clients. Where appropriate delivering financial planning and wealth management advice. There is no requirement to have your own client bank as they currently have existing clients for you to manage.

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.

You should have the ability to work under pressure and to meet deadlines and the ability to understanding and communicate advice practices and processes clearly and effectively. You should have technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.

You can expect a great benefits package with an excellent salary and bonus package up to £60,000 (DOE)

This is a fantastic opportunity for a Diploma qualified Financial Services professional 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

Reference: 38121333

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