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Financial Planner


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Salary £50000 - £75000

Recruiter Managing This Role

Financial Planner
£50,000 – £70,000+ (negotiable based on experience & qualifications)

Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job? Well, this role should be of interest …

Our client is a leading Financial Services firm with offices based in various locations across Scotland, with this role having a focus on the Elgin region. They are always on the lookout for quality individuals and have availability for another Financial Planner to join their team.
There are enough clients via the Elgin office to not require any existing business to be brought with, however, this would only allow for a higher OTE so can be catered for still.

They can hire someone immediately for this position and are keen to bring on an experienced individual who can pick up the role quickly.

Financial Planner day to day:
– Providing independent Financial Planning Advice and support to new and existing clients
– Preparing and presenting in depth and clear financial reports to clients to ensure the content meets their needs and requirements
– Development of the existing client bank to generate further business and review where necessary
– Work both telephone, virtual and face to face to meet the clients needs and ensure the relationship is maintained
– Work closely with Paraplanners and IFA Admins to ensure SLAs are met and client journeys are seamless

Financial Planner requirements:
– Level 4 Diploma qualified & happy to work towards chartered status
– At least 2+ year’s experience in a Wealth Management advisory position
– Experience of creating financial plans and presenting these to clients
– Demonstrate ability to manage client relationships and create further opportunities to discuss financial plans
– A mix of face to face and telephone/virtual client facing experience would be preferable

If you are interested in this Financial Planner position and feel you have the necessary experience, apply for the position, or contact Sam at Heat Recruitment


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Application For Financial Planner