Financial Planner

Tempest Jones; City of Edinburgh; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Support to Chartered status

Job summary

Tempest Jones Consulting is looking for an Independent Financial Planner to join a well‑established Edinburgh practice on a hybrid basis. You will inherit an existing client bank and advise on investments, pensions, IHT and protection for private clients with some corporate exposure.

You will benefit from strong lead flow, paraplanning and admin support, and access to bespoke technology. The firm offers a competitive salary, an attractive bonus structure, and ongoing development to Chartered

Qualifications

• Independent status with established client bank.
• Advice across investments, pensions, IHT and protection.
• Hybrid base in Edinburgh with admin and paraplanning support.

Responsibilities

• Provide advisory services to private individuals.
• Grow client base through referrals and online leads.
• Engage with investment strategies and tax planning.

Skills

Client relationships

Communication

Face to face

Education

Level 4 Diploma in Regulated Financial Planning

Job description

• Trail income which will bring you to bonus threshold very quickly
• Highly competitive bonus structure
• Full study support to Chartered status
• High-quality new business leads
• Paraplanning and Administrative support

Tempest Jones Consulting is thrilled to be working with a long-established and highly successful firm of Financial Planners who specialise in the provision of holistic financial planning.

They are now seeking an Independent Financial Planner to join a dynamic and supportive team to be based from Edinburgh on a hybrid basis. The successful candidate will inherit an established client bank, providing advice across investments, pensions, IHT and protection, with a focus on private individuals and a smaller element of corporate clients. This is an exciting opportunity to join an accomplished business during a period of significant growth and expansion. Similar opportunities also exist in Dundee and Nairn.

In addition to servicing existing clients, you will benefit from a steady flow of new opportunities via online enquiries, professional referrals, website leads and networking.

You will be supported by a highly skilled administration and paraplanning team, enabling you to focus on client meetings and relationship management. You will have access to the latest bespoke built technology to free up your time, so you do not get bogged down with any administration.

This role offers a competitive salary, attractive bonus structure and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status, if you do not possess this already.

• Level 4 Diploma in Regulated Financial Planning minimum.
• Experience in a financial planning role.
• Strong communication skills and confidence in both face-to-face and telephone interactions.
• Ability to build trusted relationships with clients in a professional and engaging way.
• A warm and empathetic manner when speaking to clients.