Financial Planner
Job Title: Financial Planner
Location: Dundee, Dundee, DD1 4QB
salary: Dependent on Experience
Hours of work: FULL TIME

Job Description:

Experienced Financial Planner required to work with our HNW niche market clients.

Job Benefits

  • Salary of £45,000 - £60,000 depending on experience and qualifications
  • Group Pension Plan
  • Group Life Cover
  • Group Income Protection
  • PMI
  • 34 days annual leave (increasing with length of service)
  • Company supported training and development

Work Hours

Our office operates Monday to Friday during standard business hours. Ideally we are looking for a full time candidate, however part time possibilities can be discussed.

Hybrid working will be considered with an expectation of some office attendance each week. 

Key Tasks

  • Manage a portfolio of long standing clients, and also develop potential clients from incoming enquiries
  • Identify and understand client needs, and how our business propositions meet these in order to deliver value for both clients and the company
  • Analyse information gathered and undertake sufficient research to make suitable recommendations, documented through a Statement of Advice
  • Complete all supporting documentation in a timely and accurate manner
  • Monitor and enhance performance standards in accordance with those outlined in the Key Performance Indicators section of the Training and Competence Procedures
  • Maintain up to date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures
  • Via self assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance competent status, and undertake appropriate activity to meet those needs. A minimum of 40 hours per annum of CPD is required

Experience Requirements:

Minimum of 2 years working in a Financial Planner position is required.

Knowledge of the NHS pension scheme would be an advantage, but not a pre-requisite.

Excellent technical knowledge of pensions, investments, protection, and experience of cash flow modelling.


Minimum Level 4 qualification.

Interest in pursuing additional qualifications - e.g. Chartered status


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