Financial Planner
other jobs mbf.
Added before 2 hours
- Scotland,Midlothian
- Full Time, Permanent
- £70,000 - £110,000 per annum, OTE, negotiable
Job Description:
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.
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.
Job number 3089720
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...