Chartered Financial Adviser - clients available

TN United Kingdom; City of Edinburgh; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry leader in financial advising seeks a Chartered Financial Adviser to join their award-winning team in Edinburgh. This role offers a unique opportunity to work with medium-high net worth clients, providing exceptional service and advice. The firm prides itself on its ethical standards and client retention, offering a supportive environment for career growth. With top-tier administrative support and a commitment to maintaining high client standards, this position is perfect for a dedicated professional looking to advance their career in a prestigious firm. Don't miss this chance to make a significant impact in the financial advisory sector.

Benefits

Competitive Salary

Excellent Benefits

Top-tier Admin Support

Opportunities for Growth

Qualifications

• Several years' experience with medium-high net worth clients.
• Chartered status preferred or close to obtaining.

Responsibilities

• Service, retain, and develop client relationships with genuine care.
• Provide exceptional advice and gain referrals for further growth.

Skills

Client Relationship Management

Financial Advising

Pension Transfer Experience

Cashflow Management

Education

Chartered Financial Adviser Qualification

Relevant Financial Services Degree

Job description

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Chartered Financial Adviser - clients available, Edinburgh

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

31de1be57100

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

A multiple award-winning Chartered Financial Adviser firm with offices across Scotland requires a Chartered (or close to completing) Financial Adviser/Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible location), this is a rare opportunity to join an industry leader with an outstanding reputation for client service and ethics.

The vacancy is due to firm growth via acquisitions, aiming to maintain client standards and retention. Their advisers are among the best in the industry, with a first-class team culture.

In this role, you would service, retain, and develop client relationships through genuine care, providing exceptional advice and gaining referrals for further growth. The firm can also provide a safe environment for transferable business when covenants allow.

The ideal candidate will have several years' experience working with medium-high net worth clients, whether at a reputable IFA, investment manager, or other practice.

They prefer candidates who are Chartered or close to obtaining this status, with exams scheduled or recently passed. Pension transfer and cashflow experience are advantageous but not essential.

The package includes a competitive salary, excellent benefits, top-tier admin and paraplanner support, and opportunities for growth. This is a rare opportunity for a first-class financial adviser seeking a change.

All inquiries will be handled confidentially and only progressed if of interest.