Financial Planner Opportunity – Dundee
Are you looking to develop your career in a well-respected independent firm? Join a trusted Scottish firm and shape the financial future of businesses and individuals across Scotland.
Our client is looking for an experienced Financial Planner to join their growing team in Dundee. This is an exciting opportunity to work within our Financial Planning division, where no two days are the same. You’ll provide expert, independent financial advice tailored to both private and corporate clients, helping them achieve their long-term goals.
What you’ll do:
*Deliver comprehensive financial planning advice across pensions, investments, taxation, and estate planning
*Manage and grow an existing client base while developing new relationships
*Review client circumstances regularly to ensure plans remain suitable and compliant
*Assist in achieving annual business targets and financial budgets
*Complete all administration accurately and on time, adhering to FCA regulations and internal standards
*Collaborate with colleagues across the business to maintain strong relationships
What they’re looking for:
*Minimum Diploma/Level 4 Financial Planning qualification with experience in a similar role
*Strong technical knowledge of FCA regulations, pensions, investments, and tax planning
*Excellent communication skills – able to simplify complex financial concepts for clients
*High attention to detail and strong report-writing skills
*Analytical mindset with experience in cash flow modelling
*A proactive, motivated team player who thrives under pressure and meets deadlines
Why choose our client?
Our client prides themselves on their community values and commitment to staff development where you’ll have access to continuous learning and career progression opportunities.
They also give back – from charity fundraising and volunteering days to sponsoring local events. When you join, you’re joining a firm that truly cares about its people and its community.
What you can expect:
*Competitive salary + discretionary bonus + car allowance
*35 days holiday per year + holiday buy/sell scheme
*Generous pension contribution & life insurance
*Continuous training & professional development
*Birthday gift & discounts (retail, travel, leisure & more)
*Professional subscriptions covered
*Team socials & volunteering day
*Enhanced paid leave (Maternity/Paternity/Adoption/Bereavement & Company Sick Pay)
Ready to make an impact? Apply today and join a firm that values your expertise. Submit your CV or contact Pauline Low at Reed for a confidential chat, on or connect on LinkedIn