Chartered Associate Financial Planner

JR United Kingdom; City of Edinburgh; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Chartered Associate Financial Planner in Edinburgh. This unique role offers a fantastic opportunity to engage with ultra-high-net-worth clients while working in a growth-oriented firm. Candidates will leverage their financial planning expertise, develop strong client relationships, and navigate market challenges effectively. If you are entrepreneurial and eager to make a significant impact in the financial sector, this position promises high reward potential and professional growth.

Qualifications

• Chartered Adviser or ambitious Chartered Paraplanner with entrepreneurial spirit.
• Strong relationship management skills with private clients.

Responsibilities

• Support and develop relationships with private clients.
• Educate clients on market trends and regulatory changes.

Skills

Client Relationship Management

Financial Planning

Market Analysis

Regulatory Knowledge

Education

Chartered Financial Planner Qualification

Job description

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Chartered Associate Financial Planner, Edinburgh

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Client:

IDEX Consulting Ltd

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

I have partnered with a boutique DFM business looking for an Associate Financial Planner to work with their UHNW clients.

We seek a Chartered Adviser or an ambitious Chartered Paraplanner who is entrepreneurial and eager to succeed.

This role offers an excellent opportunity for candidates interested in exploring the UHNW sector, working with a diverse range of assets, and joining a firm in a growth phase.

Key Responsibilities:

• Support existing and develop new relationships with private clients.
• Understand clients’ business objectives, goals, and market challenges; ensure relationship plans align.
• Educate clients on market trends, outlooks, regulatory and tax changes.
• Collaborate with internal stakeholders to define engagement objectives.
• Bring technical brilliance, energy, and ambition to the role.

This is a unique position with high reward potential in terms of compensation.