If you are looking for another traditional Financial Planner role, this probably is not it.
Perhaps you’ve reached a point in your career where you want more from your work.
More depth in your client relationships. More time to do things properly. More alignment between your values and the business you’re part of.
At 57 North Financial Planning, advice is about people, values drive decisions, and the way you work matters as much as what you deliver. Set in one of the most beautiful parts of Scotland, this is an opportunity to combine high quality financial planning with a lifestyle that many only dream of. Think space, community, and a pace that allows you to do your best thinking and your best work. This is not just about finding a Financial Planner to join our team. It is about finding someone who shares a philosophy.
About the opportunity
You will step into a role where the focus is on long term relationships rather than quick wins.
Working closely with an existing client base, you will take the time to understand what really matters to them. Their values, their goals, their lives. From there, you will design and deliver thoughtful, tailored financial plans that genuinely make a difference.
You’ll be part of a close knit, collaborative team who challenge and support each other in equal measure. There is a strong sense of shared ownership, pride in the work, and commitment to doing things properly.
Your work will include:
· Building deep, trusted relationships with clients over time
· Delivering holistic financial planning across pensions, investments and estate planning
· Creating and presenting meaningful cashflow models that bring plans to life
· Meeting clients face to face and being present in their journey
· Working alongside the wider team to deliver a seamless and high quality client experience
· Ensuring that all recommendations are aligned with both regulatory requirements and reflect best practice at all times
You will have access to a range of tools and technology to help you deliver excellent outcomes for clients.
There is space here to shape the role and grow with the business.
What really matters to us
Skills and experience are important. But they are not the whole story.
We are looking for someone who:
· Believes financial planning is about people, not just products
· Cares deeply about doing the right thing, not the easy thing
· Enjoys building genuine relationships and earning trust over time
· Brings curiosity, integrity and a desire to keep learning
· Values collaboration over working in silos
· Takes pride in thoughtful, high quality work
If this sounds like you, we would love to hear from you even if you don’t meet every technical requirement.
Experience and qualifications
We are open minded and flexible depending on the individual, but broadly we are looking for:
· Around 5 years’ experience as a Financial Planner
· A minimum of level 4 Diploma with ambition to progress and achieve Level 6
· Strong communication skills and the ability to explain complex ideas clearly
· A high level of accuracy and attention to detail
Support will be provided for continued development, including progression towards Chartered status.
About 57 North Financial Planning
57 North is an independent financial planning firm built on a simple but powerful belief. Financial planning should help people live better lives, not just manage money. Being independent means advice is always driven by what is right for the client. No ties, no compromises.
The business is built on long term relationships, thoughtful advice, and a commitment to doing work that genuinely matters. Clients include individuals, families and business owners across Scotland, all supported through life’s key moments and decisions.
The team takes great pride in the quality of the work, the strength of its reputation, and the environment it creates for its people.
You can find out more about our philosophy here:
https://57northfp.com/why-us/
What we offer
- A competitive salary, ranging from £65,000 to £100,000 depending on experience and qualifications
- Discretionary bonus based on overall performance and contribution to the business
- Strong benefits package
- A supportive environment focused on learning and growth
- The time and space to do meaningful work properly
- A genuinely collaborative culture
Interested?
If this sounds like the kind of opportunity you’re looking for, we’d love to hear from you. To apply, please send a copy of your CV to [email protected] by Friday 26th June.
All applications will be treated in strict confidence.
Pay: £65,000.00-£100,000.00 per year
Work Location: In person
