Independent Financial Advisor

Eden Scott; Scotland; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading financial services firm in Scotland is seeking a Diploma-qualified Independent Financial Adviser (IFA) with a client servicing focus. The role emphasizes managing an existing client bank while leveraging a dedicated support team for seamless service delivery. With a competitive salary range of 65k to 85k, this opportunity also offers bonus potential and flexible working arrangements, ensuring professional growth in a supportive environment.

Benefits

Full client bank provided

Dedicated paraplanning and administrative support

Ongoing training and CPD support

Flexible working arrangements

Career progression opportunities

Qualifications

• Diploma-qualified Independent Financial Adviser (IFA).
• Minimum 2 years' experience as a financial adviser.
• Competent IT skills; familiarity with industry tools is desirable.

Responsibilities

• Provide independent, whole-of-market financial advice.
• Manage and develop relationships with existing clients.
• Identify new opportunities within the existing client base.

Skills

Interpersonal skills

Relationship management

IT skills

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Job description

Job Title: Independent Financial Adviser (IFA) - Client Servicing Focus

Location: Aberdeenshire/Hybrid

Salary: 65k - 85k + Bonus + Benefits
Job Type: Full-time / Permanent
Qualifications: Level 4 Diploma in Financial Planning (minimum)

Overview:

Our client is seeking a motivated and professional Diploma-qualified Independent Financial Adviser (IFA) to join their established team. This is a servicing role focused on managing and developing an existing client bank.

You'll be supported by a dedicated paraplanning and administration team, allowing you to focus on building strong relationships, understanding client needs, and delivering holistic financial advice.

Key Responsibilities:

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  Provide independent, whole-of-market financial advice across pensions, investments, protection, and estate planning.

  
  


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  Manage and develop relationships with existing clients, ensuring regular reviews and proactive service.

  
  


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  Identify new opportunities within the existing client base to improve their financial outcomes.

  
  


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  Work closely with the paraplanning and admin teams to ensure efficient and compliant report writing, suitability letters, and case progression.

  
  


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  Ensure advice complies with FCA regulations and internal compliance standards.

  
  


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  Maintain accurate and up-to-date client records via CRM systems.

  
  

Requirements:

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  Level 4 Diploma in Financial Planning (e.g. DipPFS, LIBF DipFA) - essential.

  
  


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  Minimum of 2 years' experience as a financial adviser.

  
  


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  Strong interpersonal and relationship management skills.

  
  


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  Ability to build trust and long-term relationships with clients.

  
  


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  Competent IT skills; familiarity with industry CRM and back-office systems is desirable.

  
  


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  CAS (Competent Adviser Status)

  
  

What they Offer:

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  Full client bank provided

  
  


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  Dedicated paraplanning and administrative support.

  
  


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  Competitive base salary plus bonus/commission structure.

  
  


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  Flexible working arrangements (office-based / hybrid / remote considered).

  
  


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  Ongoing training and CPD support.

  
  


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  A supportive and collaborative working environment.

  
  


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  Career progression opportunities within a growing firm.

  
  

if this is of interest and you have the relevant experience then please click on the link to apply or send your updated CV to [e-mail]