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

JR United Kingdom; City of Edinburgh; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

A rapidly expanding wealth management firm is seeking a Chartered Financial Advisor for its Edinburgh/Glasgow office. This role offers the opportunity to provide bespoke financial advice to high-net-worth clients while collaborating with a supportive team. The position includes a competitive salary range of £65,000 to £100,000 plus bonuses, with hybrid working options available.

Benefits

Uncapped bonus

Ongoing professional development

Inclusive and flexible working culture

Full paraplanning and admin support

Qualifications

• Strong advisory track record with loyal client relationships.
• Ability to bring or build a client bank.
• Experience in a client-focused wealth management setting.

Responsibilities

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

Skills

Financial advice

Client relationship management

Entrepreneurial mindset

Commercial awareness

Education

Chartered Financial Planner (CII or equivalent)

Job description

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

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Client:

Heat Recruitment

Location:

edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

11

Posted:

25.05.2025

Expiry Date:

09.07.2025

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Job Description:

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