Senior Financial Planner

Senior Financial Planner (ideally Chartered or close)

Manage 90 clients totalling £120m AUM

Edinburgh Offices with hybrid working

Up to £100k basic salary

Attractive benefits package

Bonus scheme: 3 x validation with 25% bonuses (on all fees)

• Seeking a Senior Financial Planner (who is ideally Chartered or working to it)
• 4 years of advising experience as a minimum is required
• Must have CAS signed off and active SPS
• Edinburgh offices, but lots of flexible working available
• Manage up to 90 clients totalling £120m AUM
• Clients are resident across Edinburgh, Glasgow and surrounding counties
• Additional clients in the northern counties of England
• Clients assets are £1m - £3m on average
• Lots of large multi-generational families and retiring business owners
• Business mix: pensions, investments, estate planning, Trusts, IHT planning
• Lots of work on intergenerational planning will be involved with clients
• Very strong relationship with local accountancy and solicitor practices
• Abundance of leads to be given to an Adviser to generate new business

Contact Peter at Financial Divisions for more details -

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