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Financial Advisor

TN United Kingdom

City of Edinburgh

Hybrid

GBP 65,000 - 100,000

Full time

Today
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Job summary

An established industry player is seeking a driven Chartered Financial Advisor to join its expanding wealth management firm in Edinburgh. This role offers a competitive salary and the chance to work with high-net-worth clients, providing tailored financial advice. With a focus on building lasting relationships and a supportive team environment, this opportunity is perfect for professionals looking to enhance their career while contributing to a values-led culture. Enjoy hybrid working arrangements and comprehensive benefits, including ongoing professional development.

Benefits

Private Medical Insurance
Pension Plan
Wellbeing Resources
Ongoing Professional Development
Flexible Working Culture

Qualifications

  • Proven track record in financial advisory with loyal clients.
  • Ability to build a client bank within a reputable brand.

Responsibilities

  • Provide bespoke, FCA-compliant financial advice to HNW clients.
  • Grow client portfolio within a supportive team.
  • Collaborate with investment specialists and paraplanners.

Skills

Financial Advisory
Client Relationship Management
Commercial Awareness
Entrepreneurial Mindset

Education

Chartered Financial Planner (CII or equivalent)

Job description

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Location

Edinburgh

Salary: Competitive

Type: Permanent

Workplace: On-Site

Ref: 87986

Chartered Financial Advisor Fast-Growing Wealth Firm

Salary: £65,000 - £100,000 (DOE) + Bonus + Benefits

Location: Glasgow | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step with the ability to bring an existing client base or introducer relationships.

What You'll Do

  1. Provide bespoke, FCA-compliant financial advice to HNW clients

  2. Transition and grow your client portfolio within a supportive, well-resourced team

  3. Collaborate with in-house investment specialists and paraplanners

  4. Focus on long-term client outcomes and trusted relationships

What We're Looking For

  1. Chartered Financial Planner (CII or equivalent)

  2. Strong advisory track record with loyal client relationships

  3. Entrepreneurial mindset and commercial awareness

  4. Ability to bring or build a client bank within a reputable brand

What's On Offer

  1. Basic salary of £65,000 - £100,000 + uncapped bonus

  2. Hybrid working and modern central Glasgow office

  3. Full paraplanning and admin support

  4. Comprehensive benefits: private medical, pension, wellbeing resources

  5. Ongoing professional development and leadership pathways

  6. Inclusive, flexible, and values-led working culture

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