Assistant Financial Planner – Edinburgh, Client-Focused

James Hambro & Partners LLP; City of Edinburgh; On-site; GBP 28,000 - 36,000; Full time

Job summary

James Hambro & Partners LLP in Edinburgh is seeking an Assistant Financial Planner to join the Edinburgh Financial Planning Team. You will bridge client administration and planning consultants, reviewing client circumstances and supporting delivery of financial planning services.

Candidates must have at least two years’ experience and be Level 4 qualified with ongoing progression toward Level 6. This role offers a strong client-focused environment and career development opportunities.

Qualifications

• At least two years of experience in financial planning.
• Degree-level education.
• CII Diploma in Regulated Financial Planning (Level 4).
• Progress toward CII Advanced Diploma (Level 6).
• Good AML and client onboarding knowledge; regulatory awareness.

Responsibilities

• Support Financial Planners in delivering comprehensive financial planning services.
• Assist with annual reviews and client data reviews.
• Prepare client documents, valuations, cashflow analyses, and proposals.
• Coordinate onboarding of new clients and liaise with Paraplanning team.
• Use planning software and CRM to manage client information and workflows.
• Ensure consistent desk standards with other AFPs.

Skills

Financial planning knowledge

Client onboarding

Regulatory awareness

Education

Bachelor's degree

CII Diploma in Regulated Financial Planning (Level 4)

Progress towards CII Advanced Diploma (Level 6)

Job description

James Hambro & Partners LLP in Edinburgh is seeking an Assistant Financial Planner to join the Edinburgh Financial Planning Team. You will bridge client administration and planning consultants, reviewing client circumstances and supporting delivery of financial planning services.

Candidates must have at least two years’ experience and be Level 4 qualified with ongoing progression toward Level 6. This role offers a strong client-focused environment and career development opportunities.