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Senior Financial Planner – £40m AUM to inherit

Key Job Features

Job Type: Permanent
Reference: TS/498
Location: Inverness
Salary: £60k - £75k
Other: + Bonus (OTE £100k+) + Benefits


We have partnered with an expanding Chartered IFA firm that has a well-recognised brand and an outstanding reputation in Scotland. It is seeking a personable Financial Planner to inherit a £40m AUM client bank sourced from a recent acquisition.

You will join a collaborative team and initially be expected to nurture the existing client bank before taking advantage of the extensive lead generation opportunities available to you to grow the portfolio and further develop the firm’s presence in Inverness.

The successful Financial Planner will have a client centric approach, strong experience across all areas of advice and be pro-active in taking the client bank to the next level. In return, it is offering a highly supportive culture, full paraplanning and admin support, and an attractive remuneration package, including a basic salary from £60,000 and a bonus structure with an OTE of £100,000+.

If you are a Chartered or Level 4 qualified Financial Planner working towards Level 6 status, and would like to be considered or are interested in finding out more, please email your CV to quoting TS/498 or call Tim Terrell (01761 252 538) for an initial discussion.

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