Independent Financial Adviser

AMG Search; City of Edinburgh; Hybrid; GBP 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Zusammenfassung

AMG Search is seeking an Independent Financial Adviser in Edinburgh to join the team and manage a ready-made client book. The role offers a base salary in the £75k–£85k range with a first-year bonus and a hybrid working pattern, starting with 2–3 days in the office to establish client relationships.

The successful candidate will be an IFA based in or around Edinburgh, with experience in trusts preferred and Chartered status or ongoing progress toward it, focusing on building long-term client

Qualifikationen

• Qualified IFA based in or around Edinburgh.
• Experience in trusts would be an advantage.
• Chartered status or working towards it.
• Client-first approach and ability to build long-term relationships.

Aufgaben

• Manage a ready-made client book of ~70 households based in Edinburgh.
• Oversee an average portfolio of ~£350k per client.
• Develop and maintain trusted, long-term client relationships.
• Work in a hybrid setup with initial office presence 2–3 days per week to build client relationships.

Kenntnisse

Client relationships

Financial advisory

Trusts knowledge

Ausbildung

Chartered status

Jobbeschreibung

Our client has an exciting opportunity for an Independent Financial Adviser to join their team in Edinburgh.

There is a high-quality, existing client bank with an average portfolio of £350k, predominantly based in and around Edinburgh.

The role at a glance

• Client households – c. 70
• Average portfolio -£350k
• Base salary – £75k–85k

What is on offer

• Ready‑made client book – c. 70 households inherited from a retiring adviser, all based in Edinburgh and the surrounding area
• Competitive salary and first year bonus – Salary in the region of £75k–£85k with a first year bonus based on business introduced
• Hybrid working – Office presence 2–3 days initially to build client relationships, with flexibility thereafter

What we are looking for:

• A qualified IFA based in or around Edinburgh
• Experience in trusts would be a real advantage
• Ideally Chartered ow working towards this
• A client‑first approach and the ability to build trusted, long‑term relationships