Talent.com
JP Talent Solutions
Financial PlannerJP Talent Solutions • Edinburgh, UK
Financial Planner

Financial Planner

JP Talent Solutions • Edinburgh, UK
21 days ago
Job type
  • Full-time
  • Quick Apply
Job description

JP Talent Solutions is partnering with a well-established Chartered Financial Planning business to identify an accomplished Financial Planner who can provide high-quality, relationship-led advice to an established and loyal client base.

This is an attractive opportunity for a client-focused adviser to join a respected independent financial planning firm with a strong regional presence, a collaborative working culture and a clear commitment to delivering excellent long-term outcomes for clients. The successful candidate will inherit an existing client bank and will be supported to develop those relationships through holistic, planning-led advice.

The role offers full paraplanning and technical support, allowing the Financial Planner to focus on client engagement, advice delivery, relationship management and long-term client value.

The Opportunity
  • Take ownership of an established client bank within a Chartered IFA environment.
  • Provide holistic, advice-led financial planning focused on long-term client outcomes.
  • Act as the trusted adviser and primary relationship lead for clients, including ongoing servicing and annual reviews.
  • Work in partnership with paraplanning and technical colleagues to ensure advice is robust, compliant and clearly presented.
  • Conduct client meetings through a flexible hybrid model, including face-to-face and virtual engagement.
  • Develop the client base through referrals, client advocacy and professional introducer relationships.
  • Maintain the highest standards of compliance, documentation and client care in line with regulatory and internal requirements.
Candidate Profile
  • Diploma Level Qualified and CF30 authorised.
  • Proven experience as a Financial Planner within a financial services, wealth management or IFA environment.
  • At least two years' experience in a client-facing advice role.
  • A consultative, relationship-led approach with the ability to build trust and credibility with clients.
  • Strong technical understanding of financial planning, including the ability to work effectively with paraplanning teams on complex client reports.
  • Highly accurate, organised and meticulous, with a strong appreciation of compliance and regulatory standards.
  • Experience using an IFA CRM system and confidence working with internal processes and procedures.
  • Experience managing compliance file reviews in line with agreed internal timescales.
  • Excellent Microsoft Office skills.
  • Knowledge of, or interest in, cash flow planning.
  • A proactive mindset, willingness to learn new systems and commitment to delivering excellent client outcomes.
Create a job alert for this search

Financial Planner • Edinburgh, UK

Similar jobs

Senior Financial Planner — Lead HNW Growth in Scotland

mbfCity of Edinburgh, Scotland, GB
Full-time

A leading national wealth management firm is seeking an experienced Financial Planner in Edinburgh to manage a portfolio of high-net-worth families while driving new business growth.The successful ... Show more

 • Promoted

Field Sales Representative

Virgin Media O2Scone, Scotland, GB
Full-time

About the role As a Field Sales Advisor, youll represent Virgin Media O2 out in local communities, introducing customers to our broadband, mobile and TV entertainment services that can make a real ... Show more

 • Promoted

Financial Planning Compliance Officer

CaltonCity of Edinburgh, Scotland, GB
Permanent

Financial Planning Compliance Officer.Calton, Edinburgh, Scotland, United Kingdom.We are seeking a diligent and detail‑oriented Compliance Officer to oversee and ensure adherence to regulatory stan... Show more

 • Promoted

Financial Planning and Analysis Manager

Wordsmith AICity of Edinburgh, Scotland, GB
Full-time

Financial Planning and Analysis Manager.They’re buried under internal questions, contract reviews, policy approvals, and fire drills from every corner of the business.Wordsmith is the AI command ce... Show more

 • Promoted

Strategic Financial Analyst & Insights Partner

JobtailorCity of Edinburgh, Scotland, GB
Full-time

Jobtailor is seeking a senior financial professional to deliver forward-looking analysis and own the P&L storytelling.You will partner across teams to optimize budgets, spotlight risks and opportun... Show more

 • Promoted

Financial Planning and Analysis Manager

iMultiply ResourcingCity of Edinburgh, Scotland, GB
Temporary

Are you ready to lead budgeting, forecasting and capital reporting that directly shapes public‑sector decisions?.A UK public‑sector organisation is looking for an interim Strategic Financial Planni... Show more

 • Promoted

Trainee Driving Instructor - Falkland, Fife, Scotland

My Four WheelsFalkland, Fife, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Trainee Driving Instructor - Peebles, Scottish Borders, Scotland

My Four WheelsPeebles, Tweeddale, GB
Full-time +1

My Four Wheels are looking to expand our team and are recruiting both part time and full time Driving Instructors though out the UK.Next year there will be a record 700,000 learner drivers hitting ... Show more

 • Promoted

Planner - £30,000 - £32,000 A Year

The Role AvenueBroxburn, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

The planner will oversee operations within a water construction company, manage schedules, and coordinate with stakeholders. Show more

 • Promoted

Senior Paraplanner

RGH-Global LtdCity of Edinburgh, Scotland, GB
Full-time

Edinburgh (hybrid working available).An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients.This role involves technical researc... Show more

 • Promoted

Senior Paraplanner for Wealth Management | Edinburgh

Eden ScottCity of Edinburgh, Scotland, GB
Full-time

A leading wealth management firm in Edinburgh is seeking an experienced Paraplanner or Senior IFA administrator to support their team.The role involves report writing, research, and participation i... Show more

 • Promoted

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

RBC Brewin DolphinCity of Edinburgh, Scotland, GB
Full-time

At RBC Wealth Management Europe, we empower private clients—from professionals and entrepreneurs to charities and inheritors—to achieve their financial aspirations through tailored investments, str... Show more

 • Promoted

Planner

Montagu EvansCity of Edinburgh, Scotland, GB
Full-time

The role will offer the right candidate a great career opportunity to work within a busy and growing team.Successful candidates will work in teams for different Partners on a variety of projects – ... Show more

 • Promoted

Financial Planner

mbfCity of Edinburgh, Scotland, GB
Full-time

Senior Recruitment Professional - Financial Services.Financial Planner – Edinburgh / Scotland (Chartered Preferred).Edinburgh / Central Belt – flexible home/field working with office presence.Gener... Show more

 • Promoted

Asset Planner

SSE RenewablesPerth, Scotland, GB
Full-time +1

Flexible Ireland or Scotland, however our preference is that you will be based from one of our key Irish or Scottish sites which includes but not limited to Newcastle West, Bally Connell or Ballybo... Show more

 • Promoted

Senior Paraplanner: Complex Case Expert (Hybrid Edinburgh)

RGH-Global LtdCity of Edinburgh, Scotland, GB
Full-time

A financial services firm in Edinburgh is seeking a Senior Paraplanner to support Financial Planners in delivering exceptional client advice.The successful candidate will have proven experience in ... Show more

 • Promoted

Career Opportunities within Planning | Expression of Interest

Stantec Consulting International Ltd.City of Edinburgh, Scotland, GB
Full-time

Are you an experienced Town Planner looking for a new opportunity with an established, growing team? Do you want to work on a variety of exciting projects, that offer fantastic career development p... Show more

 • Promoted

Planner

Montagu Evans LLPCity of Edinburgh, Scotland, GB
Full-time

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.Our purpose is to bring clarity, creativity, ... Show more