Financial Adviser

IDEX Consulting; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Edinburgh is seeking a driven Financial Adviser with around 2 years of experience. This role involves building client relationships and delivering exceptional financial guidance. You will inherit a strong client base while cultivating your own business within a prestigious and supportive environment. The position offers competitive salary, bonuses, and career advancement opportunities.

Benefits

Established Client Bank

Administrative Support

Highly competitive salary

Generous bonus package

Career Advancement

Prestigious Environment

Autonomy and Growth

Qualifications

• Around 2 years of experience as a Financial Adviser.
• Passionate about building lasting client relationships.
• Ability to deliver exceptional financial guidance.

Responsibilities

• Build and maintain lasting client relationships.
• Leverage an existing client base while developing your own portfolio.

Job description

Overview

Elevate Your Financial Advisory Career in Edinburgh. Are you a driven Financial Adviser with around 2 years of experience, ready to take the next significant step in your career? Do you aspire to join a large, prestigious national firm where you can inherit a strong client base while also cultivating your own business? This is a unique opportunity for an ambitious individual to join this highly respected team in Edinburgh. We are seeking a talented adviser who is passionate about building lasting client relationships and delivering exceptional financial guidance.

Responsibilities

Build and maintain lasting client relationships. Deliver exceptional financial guidance. Leverage an existing client base while developing and growing your own portfolio in collaboration with a large national firm.

What we offer

• Established Client Bank: Hit the ground running with a warm book of clients, providing an excellent foundation for your success.
• Administrative Support: You will have access to some of the most experienced administrators and paraplanners in Edinburgh.
• Earning Potential: Benefit from a highly competitive salary, generous bonus package, and comprehensive benefits that truly reward your performance.
• Career Advancement: This role is designed for someone looking to "take their career up a notch." We provide unparalleled support, resources, and opportunities for professional development within a leading national firm.
• Prestigious Environment: Work within a supportive and collaborative culture, backed by the extensive resources and reputation of a large, well-established organization.
• Autonomy and Growth: While benefiting from an existing client base, you'll have the freedom and support to develop and grow your own portfolio, shaping your future success.

Next steps

If you're ready to accelerate your career within a firm that values expertise, client focus, and ambition, we want to hear from you. Apply today and unlock your full potential as a Financial Adviser in Edinburgh.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.