Financial Planner salaries in Turnhouse, EDH

Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.

£32,000 - £37,000 a year

Maintain accurate, up-to-date client records covering telephone, face-to-face and email contact. Place trades on the firm’s dealing platform based on…

£30,000 - £35,000 a year

Mentor other team members, supporting complex cases and driving professional development. At least 5 years of experience delivering holistic financial planning…

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Exceptional communication skills, market insight, and trust-building abilities to become clients’ go-to advisor.

Our clients include entrepreneurs and owner-managed businesses, high-net-worth individuals and families, senior executives and professionals, as well as trusts,…