Senior Recruitment Professional - Financial Services

Financial Planner – Edinburgh / Scotland (Chartered Preferred)

Location: Edinburgh / Central Belt – flexible home/field working with office presence

Benefits: Generous pension, PHI, DIS, comprehensive benefits package

A leading national wealth management firm is seeking an experienced Financial Planner to take ownership of an established client book and drive new business growth in Scotland. This is a unique opportunity to be the firm’s only Financial Planner in Scotland , managing a portfolio of around 100 high-net-worth families generating c. £400K in recurring income .

Key Responsibilities

• Deliver high-quality financial planning advice and ongoing client reviews.
• Identify, develop, and convert new business opportunities through networking, internal education, and professional relationships.
• Coll...