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Financial Advisor - Edinburgh/Glasgow - up to £100,000

Heat Recruitment

City of Edinburgh

Hybrid

GBP 65,000 - 100,000

Full time

3 days ago
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Job summary

A rapidly expanding wealth management firm seeks an experienced Chartered Financial Advisor for its Edinburgh/Glasgow office. This role offers a competitive salary and the chance to work with high-net-worth clients while providing bespoke financial advice. Join a supportive team focused on long-term client relationships and professional growth.

Benefits

Hybrid working
Full paraplanning and admin support
Ongoing professional development
Inclusive and flexible working culture

Qualifications

  • Strong advisory track record with loyal client relationships.
  • Ability to bring or build a client bank within a reputable brand.

Responsibilities

  • Provide bespoke, FCA-compliant financial advice to HNW clients.
  • Transition and grow your client portfolio within a supportive team.
  • Collaborate with in-house investment specialists.

Skills

Entrepreneurial mindset
Commercial awareness

Education

Chartered Financial Planner (CII or equivalent)

Job description

Financial Advisor - Edinburgh/Glasgow - up to £100,000
Financial Advisor - Edinburgh/Glasgow - up to £100,000

3 days ago Be among the first 25 applicants

This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Heat Recruitment

Hiring for IFA Admins, Paraplanners, Advisors and Compliance Professionals across the North of England and Scotland

Chartered Financial Advisor - Fast-Growing Wealth Firm

Location: Glasgow or Edinburgh | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Edinburgh/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

  • Provide bespoke, FCA-compliant financial advice to HNW clients
  • Transition and grow your client portfolio within a supportive, well-resourced team
  • Collaborate with in-house investment specialists and paraplanners
  • Focus on long-term client outcomes and trusted relationships

What We’re Looking For

  • Chartered Financial Planner (CII or equivalent)
  • Strong advisory track record with loyal client relationships
  • Entrepreneurial mindset and commercial awareness
  • Ability to bring or build a client bank within a reputable brand

What’s On Offer

  • Basic salary of £65,000 - £100,000 + uncapped bonus
  • Hybrid working and modern central Glasgow and Edinburgh office
  • Full paraplanning and admin support
  • Ongoing professional development and leadership pathways
  • Inclusive, flexible, and values-led working culture
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance
  • Industries
    Financial Services, Investment Management, and Investment Advice

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