Financial Adviser - salaried or self employed, home based

Eden Scott; City of Edinburgh; Remote; GBP 40,000 - 70,000; Full time

Job summary

An award-winning independent financial advisory firm seeks financial advisers to join their Scottish team. This home-based role offers excellent benefits, including a competitive salary, car allowance, medical care, and continuous support for business development. Ideal candidates should have a diploma in financial advice and a track record of success.

Benefits

Car allowance

Medical care

Work laptop and phone

Great holiday entitlement

Qualifications

• Proven experience as a successful financial adviser.
• Current CAS qualification preferred.
• Ability to develop business with a focus on incremental revenue.

Responsibilities

• Maintain culture and IFA relationships.
• Drive new business ethically.
• Focus on client satisfaction and service.

Skills

Ethical

Driven

Client satisfaction

Commercially astute

Business development

Education

Diploma in financial advice

Job description

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount.

Currently the company employs over 150 IFAs and they are continuously expanding. This role is on an employed or self-employed basis with surplus clients available due to professional connections and a retiring adviser.

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 with the scope to bring some potential clients across but not a pre requisite. 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


• Commercially astute advisers who are able to develop their business but benefit from the incremental revenue and capital values from provided clients

The benefits this role offers; working from home, excellent salary, car allowance, medical care, work laptop and phone and great holiday entitlement. Their paraplanner, investment support and admin team are all available in order to provide quick and leading back-up as required in order to leave you to focus on client service.

As a key part of their growth strategy in the Scottish region, you'd be given the independence and trust to develop your base with continual support.

This is an excellent opportunity for a candidate with the right experience; please do not hesitate to get in touch to discuss in the strictest of confidence.

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

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