1 week ago Be among the first 25 applicants
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Senior Recruitment Professional - Financial Services
Location: Edinburgh
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.
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr