FINANCIAL PLANNER Edinburgh

Banking & Financial Services
Midlothian
May 28, 2026
Permanent
Urgent

Job Description

We are working with a highly regarded wealth management firm seeking an experienced Financial Planner to join their Edinburgh office. This position offers an established client bank, comprehensive internal support, and the opportunity to work closely with high-net-worth individuals.

You will be responsible for delivering tailored financial advice and maintaining strong, long term client relationships.

Key Responsibilities

  • Deliver comprehensive financial planning advice tailored to individual client needs
  • Manage and develop relationships with an existing portfolio of high net worth clients
  • Carry out detailed fact finds, risk profiling and financial analysis
  • Prepare and present recommendations across pensions, investments and protection
  • Undertake regular portfolio reviews and adapt strategies as required
  • Collaborate with internal teams to ensure a seamless client experience
  • Adhere to all regulatory requirements and maintain high compliance standards

Requirements

  • Ideally Chartered status, or working towards
  • Proven experience advising high net worth clients
  • Minimum of 3-5 years’ experience in a client facing advisory role

Location

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