Financial Planner, Jobs, 4735

Financial Planner

This vacancy is now closed

Would you like to work alongside the UK’s longest-established IFA firm providing financial advice?



The Corporate Finance and Financial Services arm of this firm enjoy an outstanding reputation, internationally, and are widely recognised for high levels of quality service and calibre of work.


This new opening will give the successful candidate the opportunity to work across the full spectrum of regulatory advice from conduct and compliance through to enforcement and remediation.


As a Financial Planner, your responsibilities will include undertaking a key role in each assignment, expand knowledge, with responsibility for work processes from planning, performing work through to completion, with limited guidance. Demonstrate the ability to take instruction and deliver specific pieces of work to colleagues for quality review. Build on experience gained by becoming involved in more complex client work, and by using knowledge acquired from own studies.

As one of the most progressive firms on the market, you’ll be a part of its growing success with exceptional salary structure and a generous holiday allowance.




Excellent natural empathy with clients, particularly those going through difficult circumstances

An ability to forge long-term relationships

Excellent time management skills and ability to multi-task

Sales/negotiation experience and great business development skills

Excellent communication and customer service skills

Be personable, dependable, enthusiastic and proactive

Level 4 Diploma in Financial Planning

Experience as an independent financial adviser, CF30 Regulated Financial Adviser



This a great opportunity to join a successful team with a firm who is known as an employer of choice. To discuss the full details in confidence, please do not hesitate to contact me, Robert Smith at HRC Recruitment, Edinburgh on 0131 357 5333.

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8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700