Financial Planner 15 views

An opportunity has arisen for an experienced Financial Planner in Inverness. The role is within a highly regarded Financial Planning firm who have offices around Scotland.  A client bank has become available, therefore they need an experienced advisor who is well versed in providing holistic financial planning advice across pensions, investments, protection and IHT planning.  Experience of advising business clients being a huge bonus (however is not essential).

The firm is part of a wider Accountancy business and holds an excellent reputation in the market.  Advisers within the business benefit from a stream of introducers and many of their clients being HNW individuals.

The firm benefit from having a strong back office support team of paraplanners and admin support meaning the advisers are able to focus their attention to client facing time.

To be considered for this role, ideally, you will hold Chartered Status, however, applicants holding their Level 4 Diploma will also be considered.  An excellent basic salary of up to £70,000 is on offer and is dependant on experience and qualification level.  

For more information on this role please contact Hannah McCreadie at HRC on 0141 353 8378 or send an up to date version of your CV to





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8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700