Financial Advisor

JR United Kingdom; City of Edinburgh; Hybrid; GBP 59,000 - 70,000; Full time

Job summary

An established industry player is seeking a skilled Financial Adviser to join their team in Edinburgh. This role offers the opportunity to manage an existing high-net-worth client bank while receiving full paraplanning and administrative support. With a competitive salary and excellent bonuses, you will be positioned to thrive in a flexible working environment. The company prides itself on delivering independent financial advice and wealth management solutions, making a significant impact on clients' financial futures. If you are passionate about financial advising and looking for a rewarding career, this opportunity is for you.

Benefits

Competitive starting salary

Excellent bonuses

Regular salary reviews

Flexible working

Study support

Qualifications

• Experience as a Financial Adviser with SPS & CAS Status.
• Ability to manage and develop a client bank effectively.

Responsibilities

• Manage existing client bank and handle new HNW client inquiries.
• Provide independent financial advice to meet client goals.

Skills

Financial Advising

Client Management

Financial Planning

Wealth Management

Education

Diploma (Dip PFS)

Job description

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Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh.

Company:

This is a UK-wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role:

Manage an existing client bank and handle new HNW client inquiries. Provide clients with independent financial advice and make recommendations to meet their goals. Manage and develop your own client bank. Full paraplanning and admin support provided.

What’s in it for you:

• Competitive starting salary up to £70k
• Excellent bonuses - OTE £100k+
• Regular salary reviews
• Existing HNW client bank
• HNW Client leads – Typical client £500k to invest
• Flexible working - office/home based
• IFA, Paraplanning, Compliance, and Administration support
• Study support

Skills and experience required:

• Diploma (Dip PFS) or equivalent
• Experience as a Financial Adviser, SPS & CAS Status