Interested in being part of our award-winning team? Discover what being part of the team involves and our comprehensive benefits.
Careers at Acumen Financial Planning
Types of Roles within the Team
What do we do for clients?
Helping people achieve their financial goals is at the heart of what we do.
We strive to understand our clients’ needs, desires and priorities in order to tailor their bespoke financial planning experience in a clear, straight-forward manner, giving them peace of mind knowing they are on track.
Training & Development
Our Learning and Development Policy highlights the importance of initial and ongoing training and learning and development within the workplace. We want our employees to feel confident in undertaking their roles and find new ways towards their own personal development and success.
We actively encourage our employees to undertake recognised qualifications. We recognise the benefits of having technically qualified employees and are aware that the journey to this status can be quite costly, therefore we are supportive to employees to further their education.
Our Benefits
We are proud to offer a range of employee benefits for our teams. Beyond offering a competitive salary, generous holiday entitlement and a workplace pension, joining The Financial Planning Group comes with a range of benefits that support your ongoing development and health & wellbeing.
- Health and Wellbeing: Family Friendly Policy; Flexible, Hybrid Working; Private Medical Insurance; Critical Illness Cover; Group Income Protection and Life Assurance; and Cycle to Work Scheme.
- Ongoing Development: Support and Financial Assistance for Training & Development and Volunteering/Charity Days.
- Financial Assistance: Discounts through Flexible Benefits Hub, Season Ticket Loans, and provision of Vehicles via Salary Exchange
Hear From our Team
What do you enjoy most about working at Acumen Financial Planning?
“That there are no egos here. There is a team ethos where help, guidance, and sharing problems are everyday aspects of work. Acumen Financial Planning is willing to invest in the development of its staff by supporting them to achieve professional qualifications. It is a professional, ethical place to work. There are no targets, simply an expectation that by serving clients properly, business and income will develop naturally.”
Evan Duffus
Chartered Financial Planner
“I’ve heard a lot of good things about Acumen Financial Planning and their approach to financial advice and creating the best outcomes for their clients. I like the genuine positive impact we make on client’s lives. The focus isn’t about selling them a product – it’s about analysing their circumstances and aims and mapping out how best these can be achieved. It’s an aspirational approach to advice that blends current client reality with their desired future.”
Andrew Masson
Paraplanner
Expertise
Our team has decades of financial planning experience and expertise, including Chartered Planners, Certified Planners, Pension Transfer Specialists, Divorce Specialists, NHS Pension experts, and Collaborative Financial Neutrals.
The company is also one of the few financial planning firms in the UK that continually hold both accredited and chartered status.
In addition, Acumen Financial Planning is proud to be part of The Financial Planning Group, which includes Loch Fyne Financial Management, SpringGen Advice Ltd, Medical & Dental Financial Planners, Acumen Employee Benefits and Enrich Tax Consultancy.
Careers at Acumen Financial Planning – Current Vacancies
Interested in joining one of the UK’s leading financial planning firms?
We are currently looking to fill the specific positions listed below. However, we are always interested to hear from talented individuals looking to begin or further their careers in finance, so please do not hesitate to send a speculative CV to opportunities@acumenfp.com.
We are proud to be an equal opportunities employer. We are committed to recruiting and developing a diverse team that does not discriminate based on race, religion, age, gender, sexual orientation, disability, pregnancy, or marital status.
If you have requirements in relation to accessibility or mobility, please 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.
February 2024 Part Time Edinburgh On Site
February 2024 Full Time Aberdeen Glasgow Elgin Hybrid
January 2024 Full Time Elgin Hybrid