Independent Financial Advisor

JR United Kingdom; City of Edinburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A reputable wealth management practice in Edinburgh is seeking an experienced Independent Financial Advisor (IFA) to join their expanding team. The role focuses on managing existing client relationships and attracting new clients, supported by a paraplanner and administrator. Candidates should be Diploma 4 qualified and have a strong background in relationship management and sales. This is an exciting opportunity to contribute to the company's growth with a competitive salary and benefits.

Benefits

Pension

Commission Package

Qualifications

• Proven track record in relationship management and whole-of-market advice.

Responsibilities

• Servicing existing clients and attracting new ones through reputation and referrals.
• Acting as an ambassador for the company while managing client accounts.

Skills

Relationship Management

Sales

Education

Diploma 4

Job description

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

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.

The role involves servicing your existing book of business and attracting new clients through reputation, ties, and referrals. The cases vary in size, including higher net worth private clients across all wealth areas. The primary focus is relationship management to secure and maintain client contacts and accounts, acting as an ambassador for this high-profile company. You will have support from a paraplanner and administrator to handle paperwork, allowing you to focus on providing excellent service and applying your market knowledge.

Applicants must be diploma 4 qualified, ideally working towards chartered or chartered status, with a proven track record in relationship management, whole-of-market advice, and sales. The candidate should be passionate, independent, highly committed, and willing to go the extra mile.

In return, you will join an exciting phase of the company's growth and be rewarded with a competitive salary, pension, and commission package.

This position is currently moving to interview. To express interest, please submit your details promptly to discuss further with Alison Curran before submitting your application.