FINANCIAL PLANNER x2 | EDINBURGH

Financial Planner (x2) | Edinburgh (Hybrid) – Salary: £60,000 to £90,000 + Bonus + Equity Incentives + Benefits

About the Opportunity

AMG Search is delighted to be working with a well-established, Chartered independent financial planning firm in Edinburgh to recruit two Financial Planners. These are growth roles driven by excess client demand and represent a genuine opportunity to join a business that has tripled its turnover in recent years and has serious infrastructure in place to support its advisers.

The Role

Both positions are based in Edinburgh and they are in the process of relocating to new offices in August 2026. You will be provided with an immediate client bank from day one, with no requirement to self-generate initially. Full paraplanning, technical and administrative support is provided throughout.

Key Details

• Immediate client bank provided — initial AUM of approximately £60m to £80m
• Around 150 client reviews per year
• Leads also provided in addition to the existing client bank
• Equity and share incentives planned for later this year
• Full paraplanning and technical support provided

Salary and Package

• Depending on experience £60,000 to £80,000 basic
• Senior £80,000 to £90,000 basic
• New business bonus: 20% on first £50,000 written, 40% thereafter
• Additional net new assets bonus commencing year 2

Working Pattern

• Hybrid — typically 2 days in office, 1 day working from home, 2 days seeing clients
• Relocating to new office in the city centre in August 2026

What We Are Looking For

• DipPFS qualified as a minimum, Chartered status advantageous
• Strong client relationship skills
• Comfortable managing an existing book and growing it over time
• Team orientated with a preference for a structured, supported environment