Financial Planner

We are a boutique wealth manager that is young in years and very ambitious. The company was born out of the CEO's belief that putting client's needs and aspirations at the heart of what we do will enable us to change lives. We place huge value on honesty and reliability, this is core to how we do business with our clients and with each other. Our growing office is based in Edinburgh's charming West end and we are now fully in scale mode.

We require two employed Financial Planners to look after existing clients and a number of new introductions via our existing advisers and professional connections.

To hit the ground running you'll need some experience in a similar role, be Level 4 qualified as a minimum and hold a current SPS. Experience of cash flow modelling and complex financial planning including IHT, Trusts and Retirement planning is essential.

In return, we will offer:

• Salary and bonus paid monthly
• Private medical cover
• Generous employer pension
• A day's paid leave on your Birthday, or closest working day
• 30 Days annual leave in addition to bank holidays
• £250 pa for a course or activity that you'd enjoy (non work related)
• Generous Death in Service cover