Financial Planner (Wealth Management)

Location: Glasgow, Edinburgh or Carlisle, United Kingdom

Company

Wealth management business providing discretionary investment management, financial advice, investment platforms, multi-asset investment solutions, and related services to private clients, charities, trustees, and professional partners.

What you will do

• Maintain and grow an existing client base across lower and high-net-worth clients.
• Provide holistic financial advice and develop differentiated client solutions.
• Win new clients through professional networks, referrals, warm leads, and business development events.
• Build and manage a high-quality pipeline, including activity, conversion, and growth targets.
• Increase assets under advice and overall profitability through deeper client engagement.
• Meet FCA requirements, Consumer Duty policies, SMCR obligations, and internal standards.

Requirements

• Level 4 Diploma in Financial Planning or higher is required.
• Experience providing regulated advice to high-net-worth private clients.
• Strong client care, communication, business development, and relationship-building skills.
• Technical knowledge of risk, suitability, compliance, and client documentation.
• Ability to generate new business through professional introducers and distribution plans.
• Ability to remain current with market developments and convert insights into client outcomes.

Nice to have

• Advanced Financial Planning qualifications.
• Investment Advice Certificate or equivalent.
• Experience advising new and existing high-net-worth clients alongside discretionary investment management teams.

Culture & Benefits

• Permanent full-time employment with coaching and support from senior distribution leadership.
• 182 hours of annual holiday, equivalent to 26 days.
• Company incentive scheme linked to business performance and individual contribution.
• Non-contributory pension scheme with the option for additional personal contributions.
• Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.