Financial Planner

Location: Edinburgh, Scotland, United Kingdom; hybrid workplace

Company

hirify.global provides wealth management, investment management, and personalised financial planning advice to private clients.

What you will do

• Build and develop trusted relationships with current and potential clients, delivering ongoing service and generating referrals and new business opportunities.
• Deliver tailored financial planning advice and lead client meetings covering financial objectives, retirement planning, inheritance, and tax efficiency.
• Conduct regular client reviews and adapt strategies to changing circumstances, risk profiles, and long-term goals.
• Collaborate with Investment Management, Professional Services colleagues, and Centres of Influence to strengthen relationships and support business development.
• Maintain the new business pipeline, client records, valuations, and documentation accurately and in line with Group policies.
• Resolve client issues, maintain high professional and regulatory standards, and complete continuing professional development.

Requirements

• Relevant Level 4 qualification or above, aspiring to Level 7, with an up-to-date Statement of Professional Standing.
• Proven experience working with new and existing clients on a fee basis.
• Experience delivering holistic financial planning strategies and solutions, with strong technical and product knowledge.
• Ability to analyse client information and identify requirements for suitable recommendations.
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Strong client-service ethic, excellent communication skills, and the ability to work under pressure and prioritise work.
• Experience operating within a risk management framework and thorough understanding of risks and threats in a private client business.

Culture & Benefits

• Hybrid working model, depending on the role.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.