Financial Planner

mbf.

Posted 8 days ago, valid for 10 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

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Sonic Summary

The position is for a Director - Financial Planner located in Edinburgh, offering a salary range of £75,000 - £100,000, with Associate Director roles starting at £55,000 - £75,000 plus bonuses and benefits.
The ideal candidate should have a minimum of 5 years of experience as a Financial Advisor, although those with 3-5 years may be considered for an Associate Director role.
The role involves managing and growing a high-net-worth client book with approximately £45M AUM, providing high-level financial planning and wealth management services.
Candidates should possess a Level 4 qualification at a minimum, with a preference for Level 6 or those working towards Chartered status, and must demonstrate strong networking skills and a proactive, relationship-driven approach.
This opportunity allows the successful candidate to take ownership of an established client book while receiving full Paraplanning and Administration support in a supportive team environment.

Director - Financial Planner

Location: EdinburghSalary: £75,000 - £100,000 (Associate Director: £55,000 - £75,000) + Bonus & Benefits

An established and highly respected wealth management firm is looking for an experienced Financial Planner to take over and develop a high-net-worth (HNW) client book with approximately £45M AUM. This is a fantastic opportunity for a skilled advisor to join a growing private client team and play a key role in developing long-term relationships with HNW individuals.

The Role:

Manage and grow an existing client book, working with clients who typically have £1M - £3M AUM (minimum £500K).
Provide high-level financial planning and wealth management services, ensuring exceptional client experience.
Develop new business through referrals, leads, and your own network of professional introducers.
Work closely with a dedicated team of Paraplanners and Administrators, allowing you to focus on client engagement and business development.

What We’re Looking For:

5+ years’ experience as a Financial Advisor (candidates with 3-5 years’ experience may be considered for an Associate Director role).
Proven ability to manage and grow an HNW client base, with a strong track record in both business development and client servicing.
Level 4 qualification (minimum); ideally Level 6 or working towards Chartered status.
A proactive and relationship-driven approach, with strong networking skills.

What’s on Offer?

Highly competitive salary plus performance-based bonuses:
- 25% bonus on all new business generated.
- Annual discretionary bonus based on wider performance.
Full Paraplanning & Administration support.
The opportunity to take ownership of an established HNW client book.
A strong, supportive team environment with a well-regarded firm.

This is a rare opportunity for a talented Financial Planner to step into a ready-made client book and develop their career with a prestigious firm.

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