Financial adviser

A leading practice in Dundee is seeking an experienced Financial Planner to join its growing team. This is an exceptional opportunity for a qualified planner to work within a highly reputable firm that offers full administrative and paraplanning support, as well as access to an established client bank.  The firm is committed to delivering high-quality, client-focused financial planning services. With a strong reputation for professionalism and integrity, it provides tailored advice across pensions, investments, protection, and tax planning.

The Financial Planner will be responsible for building and maintaining strong client relationships, delivering bespoke financial advice, and ensuring the highest standards of compliance and service. Key responsibilities include:

• Managing and developing an existing client bank.
• Conducting comprehensive financial reviews and creating personalised plans.
• Working closely with paraplanners and administrators to ensure seamless client service.
• Staying up to date with legislation, market trends, and best practices.

Skills required:

• Financial Planner with a minimum of 3–5 years’ experience in a client-focused role.
• Diploma in Financial Planning (Level 4) required; Chartered status or progression towards it desirable.
• Strong interpersonal and communication skills with a client-centric approach.
• Ability to manage complex cases and deliver clear, tailored advice.

What’s on Offer

• Competitive salary and benefits package.
• Full administrative and paraplanning support.
• Access to an established client bank.
• Ongoing professional development and career progression opportunities.
• Collaborative and supportive working environment within a respected firm.

Please get in touch for more information and a confidential discussion with Alison Curran about the role and potentially other opportunities in the area.