Financial Adviser — Hybrid/Remote, Structured Growth & Support

Exchange Street Claims ltd; City of Edinburgh; On-site; GBP 36,000 - 51,000; Full time

Job summary

A financial planning firm in Scotland seeks a Financial Planner to join a supportive team and access a portfolio of clients. You'll receive a competitive salary with the opportunity for significant bonuses, alongside a structured training program for your professional growth. This role promises a balance of client interaction and an excellent working environment, making it ideal for advisers looking to advance their careers.

Benefits

Structured training and onboarding

Potential for self-employed role

Client access provided

Positive work environment

Remote work flexibility

Qualifications

• 2 years of post-CAS experience as a financial adviser or planner.
• Suitable level 4 qualifications required.

Responsibilities

• Provide excellent service to existing clients and develop new business.
• Work with a dedicated customer care function to focus on clients, minimizing administrative tasks.

Skills

Client Management

Financial Planning

Compliance

Education

Level 4 Financial Qualifications

Job description

A financial planning firm in Scotland seeks a Financial Planner to join a supportive team and access a portfolio of clients. You'll receive a competitive salary with the opportunity for significant bonuses, alongside a structured training program for your professional growth. This role promises a balance of client interaction and an excellent working environment, making it ideal for advisers looking to advance their careers.