Accessibility Links

Chartered Financial Planner

  • Salary: £60000 - £80000 per annum + Benefits
  • Location: Edinburgh
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    24 Sep 2019
  • Job reference: 32667

My client is currently looking for an experienced Financial Planner to join it's expanding team in Edinburgh.

They are looking for someone who has a proven track record in dealing with high net worth clients and who has a high level of knowledge around generalist financial planning areas.

The role will be based in their Edinburgh office, reporting to their Head of Edinburgh. The successful candidate will hold the level 6 qualification enabling them to advise on financial planning (or equivalent).

What they offer...

  • Competitive salary
  • 28 days holiday plus option to purchase additional 5 days
  • 4 x base salary life assurance
  • Discretionary bonus
  • 6.5% employer contribution pension scheme if you contribute 1.5% (with option to match further)
  • 1 day p/a volunteering day
  • After probation:
    • Private medical insurance
    • Permanent health insurance
    • Healthcare cashplan
    • They also have a flexible benefits package where you can purchase benefits such as season ticket loans, cycle to work and critical illness cover


Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: