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Holistic Financial Planner — Client Book

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Grove Talent Solutions
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Holistic Financial Planner — Grow Your Client Book
An established financial services firm in the UK is seeking a Financial Planner. The successful candidate will provide tailored financial planning and advice, maintaining long-term client relationships. This role involves working closely with an experienced team, ensuring regulatory compliance while supporting clients across pensions, investments, and protection. Ideal candidates should hold a Level 4 Diploma in Financial Planning and demonstrate a track record in client relationship management.

Benefits include competitive holidays, bonuses, and medical insurance.
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