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Financial Planner – Elgin (Hybrid)

Location: Elgin

Acumen Financial Planning provides client families with an exemplary financial planning service, and 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 Elgin, Scotland 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.

Duties will include

  • 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


  • Benefit Hub – Discount Platform
  • Career Advancement Programme
  • Charity Day
  • Cycle to Work Scheme, Season Ticket Loans
  • Competitive holiday entitlement increasing after 5 years’ service including a day off on your birthday
  • Competitive salary
  • Critical Illness Cover
  • Electric Vehicles by salary exchange
  • Enhanced Family Friendly Policy
  • Generous Training & Development support and financial assistance
  • Group Income Protection
  • Group Life Assurance
  • Pension – Automatically enrolled into our Workplace Pension after completion of 3 months of service with a 4% Employer Contribution and 4% Employee Contribution with the option of an employer-funded contribution of up to 5% of salary.
  • Private Medical Insurance

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.

Posted on March 13, 2023