Financial Adviser

Eden Scott; City of Edinburgh; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading independent financial advisory firm in Edinburgh is seeking an additional financial adviser. The role offers a competitive salary, the flexibility of an employed or self-employed basis, and benefits including working from home. Ideal candidates will have diploma qualifications and be motivated by client satisfaction, with the chance to bring in additional clients enhancing earning potential.

Benefits

Working from home

Excellent salary and bonus

Support from paraplanner and admin team

Qualifications

• 1-3 years of experience as a financial adviser with current CAS status.
• Ability to maintain IFA relationships.
• Entrepreneurial mindset to drive new business.

Responsibilities

• Focus on maintaining culture and financial stability.
• Drive new business while maintaining client relationships.
• Provide exceptional client service.

Skills

Ethical and driven

Commercially astute

Client satisfaction

Education

Diploma in Financial Advice

Job description

A leading and award-winning independent financial advisory firm is looking to add an additional adviser to their Edinburgh team. This role is available on an employed or self-employed basis, with surplus clients available due to professional connections and increased business.

To be considered for this role, you must be diploma qualified in financial advice with proven experience as a successful adviser and current CAS. Ideally, you will have the scope to bring some potential clients, but this is not a prerequisite. Other requirements include:

• Ethical and driven


• Focus on maintaining the culture, financial stability, and IFA relationships; entrepreneurial in driving new business


• Motivated by client satisfaction


• 1-3 years of experience as an adviser/CAS status


• Commercially astute advisers who can develop their business and benefit from the incremental revenue and capital values from provided clients

The benefits of this role include working from home, an excellent salary, and bonus. The firm’s paraplanner and admin team are available to provide quick backup, allowing you to focus on client service.

This is an excellent opportunity for candidates with the right experience. Please do not hesitate to get in touch to discuss in strict confidence.

If this role isn't quite what you're looking for, register your CV at www.edenscott.com and be the first to hear about our latest opportunities by signing up for job alerts.

Eden Scott is a specialist in Financial Services recruitment, including positions within large Wealth Management or Financial Planning organizations and small consultancies.