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

JR United Kingdom; Livingston; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

A rapidly expanding wealth management firm is seeking a Chartered Financial Advisor for its Glasgow/Edinburgh office. This role offers a unique opportunity to build client relationships in a supportive environment with a strong salary and uncapped bonuses. A hybrid working model and modern office facilities enhance the work-life balance.

Benefits

Uncapped bonus

Ongoing professional development

Flexible working culture

Qualifications

• Track record in advisory roles with loyal client relationships.
• Ability to bring or build a client bank.

Responsibilities

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

Skills

Client Relationship Management

Financial Advisory

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, livingston

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Client:

Heat Recruitment

Location:

livingston, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

6

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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