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Financial Planner

Posted on: January 2024
Job Type: Full Time
Job Location: Elgin
Working Model: Hybrid
Company: Acumen Financial Planning

Acumen Financial Planning provides client families with exemplary financial planning services.

As one of the leading independent firms in the UK, we are looking for an exceptional Financial Planner to join our award-winning team in the Morayshire region, on a hybrid basis.

This opportunity will allow you to be part of an elite team providing a Financial Planning service of the highest calibre to clients.

Main Duties

  • With the full support from Administrative and Paraplanning teams make recommendations for products and services, carrying out Financial Reviews, developing suitable and appropriate financial plans and making recommendations that will enable clients to achieve their financial objectives.
  • Maintain a relevant level of CPD to remain up to speed with developments in legislation, regulation, tax, financial services, and products and any other matters pertinent to the role of a Planner.
  • Perform in line with KPIs set by the Senior Management Team
  • Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders.


  • Minimum relevant level 4 qualification
  • Effective questioning, communication, listening, and empathy skills
  • Convey complex information and experience


How to Apply

A very competitive salary and benefits package is available to the right candidate. For more details, please email

We are proud to be an equal opportunities employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.

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