Financial Planner
other jobs mbf.
Added before 9 Days
- Scotland,Midlothian
- full-time
- £55,000 - £100,000 per annum, negotiable
Job Description:
Director - Financial Planner Location: Edinburgh
Salary: £75,000 - £100,000 (Associate Director: £55,000 - £75,000) + Bonus & Benefits
An established and highly respected wealth management firm is looking for an experienced Financial Planner to take over and develop a high-net-worth (HNW) client book with approximately £45M AUM. This is a fantastic opportunity for a skilled advisor to join a growing private client team and play a key role in developing long-term relationships with HNW individuals.
The Role: *Manage and grow an existing client book, working with clients who typically have £1M - £3M AUM (minimum £500K).
*Provide high-level financial planning and wealth management services, ensuring exceptional client experience.
*Develop new business through referrals, leads, and your own network of professional introducers.
*Work closely with a dedicated team of Paraplanners and Administrators, allowing you to focus on client engagement and business development.
What We’re Looking For: *5+ years’ experience as a Financial Advisor (candidates with 3-5 years’ experience may be considered for an Associate Director role).
*Proven ability to manage and grow an HNW client base, with a strong track record in both business development and client servicing.
*Level 4 qualification (minimum); ideally Level 6 or working towards Chartered status.
*A proactive and relationship-driven approach, with strong networking skills.
What’s on Offer? *Highly competitive salary plus performance-based bonuses:
*25% bonus on all new business generated.
*Annual discretionary bonus based on wider performance.
*Full Paraplanning & Administration support.
*The opportunity to take ownership of an established HNW client book.
*A strong, supportive team environment with a well-regarded firm.
This is a rare opportunity for a talented Financial Planner to step into a ready-made client book and develop their career with a prestigious firm.
Salary: £75,000 - £100,000 (Associate Director: £55,000 - £75,000) + Bonus & Benefits
An established and highly respected wealth management firm is looking for an experienced Financial Planner to take over and develop a high-net-worth (HNW) client book with approximately £45M AUM. This is a fantastic opportunity for a skilled advisor to join a growing private client team and play a key role in developing long-term relationships with HNW individuals.
The Role: *Manage and grow an existing client book, working with clients who typically have £1M - £3M AUM (minimum £500K).
*Provide high-level financial planning and wealth management services, ensuring exceptional client experience.
*Develop new business through referrals, leads, and your own network of professional introducers.
*Work closely with a dedicated team of Paraplanners and Administrators, allowing you to focus on client engagement and business development.
What We’re Looking For: *5+ years’ experience as a Financial Advisor (candidates with 3-5 years’ experience may be considered for an Associate Director role).
*Proven ability to manage and grow an HNW client base, with a strong track record in both business development and client servicing.
*Level 4 qualification (minimum); ideally Level 6 or working towards Chartered status.
*A proactive and relationship-driven approach, with strong networking skills.
What’s on Offer? *Highly competitive salary plus performance-based bonuses:
*25% bonus on all new business generated.
*Annual discretionary bonus based on wider performance.
*Full Paraplanning & Administration support.
*The opportunity to take ownership of an established HNW client book.
*A strong, supportive team environment with a well-regarded firm.
This is a rare opportunity for a talented Financial Planner to step into a ready-made client book and develop their career with a prestigious firm.
Job number 2153609
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Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...