Financial Planner

Dumfries, hybrid working

Salary £55,000 to £90,000 + bonus + benefits

Join a well-established independent financial planning firm where you'll inherit existing client relationships, benefit from strong internal referral opportunities, and have the support structure needed to focus on delivering high quality advice.

This is an excellent opportunity for an experienced Financial Planner who wants to spend more time advising clients and less time dealing with administration.

You'll be supported by dedicated paraplanners, financial planning administrators and compliance professionals, allowing you to focus on building long-term relationships and delivering positive client outcomes.

You'll work with a portfolio of high net worth professionals and business owners, providing holistic financial planning advice while also developing new relationships through referrals and professional connections.

About the firm

Our client is a well-established independent financial planning business with ambitious growth plans and a strong reputation for delivering tailored financial advice to private clients.

They have invested heavily in their people, technology and client proposition, creating an environment where advisers are supported to deliver consistently high standards of service. The culture is collaborative, professional and relationship-led, with a genuine focus on long-term client outcomes rather than short-term sales targets.

What you'll do

• Provide holistic financial planning advice to new and existing clients
• Manage and develop long-term client relationships
• Conduct regular client reviews and ongoing planning meetings
• Deliver advice across pensions, investments and broader financial planning needs
• Work closely with paraplanners, administrators and compliance teams to deliver an excellent client experience
• Develop new business opportunities through referrals and professional connections
• Maintain accurate and compliant client records
• Keep technical knowledge and industry expertise up to date

What you'll need

• Level 4 Diploma in Financial Planning as a minimum
• Previous experience providing regulated financial advice
• Strong relationship building and client-facing skills
• A client focused approach with a passion for delivering excellent outcomes
• Good knowledge of pensions, investments and financial planning strategies
• A collaborative mindset and desire to be part of a growing business

Benefits

• Hybrid working
• Bonus scheme
• Employer pension contributions
• Life assurance of 4x salary
• Income protection
• Competitive holiday entitlement
• Option to purchase additional annual leave
• Health cash plan
• Employee Assistance Programme
• Professional development and CPD support
• Professional membership fees paid
• Employee referral incentives
• Additional lifestyle and wellbeing benefits

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

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