Independent Financial Advisor

Eden Scott; City of Edinburgh; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Pension scheme

Commission package

Job summary

A reputable wealth management practice in Edinburgh seeks an experienced IFA. You will manage a client book and handle new business through referrals. Ideal candidates are Diploma 4 qualified, with a track record in relationship management and sales. This role offers competitive compensation, pension, and commission opportunities.

Qualifications

• Proven track record within relationship management.
• Experience in providing whole of market advice and sales.
• Passionate and independent individual committed to client service.

Responsibilities

• Service a book of business and deal with new referrals.
• Act as an ambassador for the company and manage client relationships.
• Collaborate with paraplanner and administrator to streamline operations.

Skills

Relationship management

Whole of market advice

Sales

Client servicing

Education

Diploma 4 qualified

Working towards chartered or chartered

Job description

Overview

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.

In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals. Average size of cases vary including higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. You will have your own paraplanner and administrator to pass all paperwork to so your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients.

To be considered you must be diploma 4 qualified, ideally working towards chartered or even chartered, along with having a proven track record within relationship management, whole of market advice and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.

In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and commission package.

This job is currently moving to interview. To express interest please submit your details as soon as possible to discuss in full with Alison Curran prior to submission.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Sales, and Consulting