Financial Planner - mbf. : Job Details

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.

• 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.

• 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.

• 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.