Independent Financial Advisor - Edinburgh

JohnstonGreer Ltd; City of Edinburgh; On-site; GBP 55,000 - 75,000; Full time

Job summary

A prominent regional IFA seeks a Financial Planner to provide personal advice to high-net-worth clients. This role involves delivering comprehensive financial planning services and managing an existing client portfolio, contributing to long-term client success in a supportive advice-first environment.

Qualifications

• Existing Financial Planners with experience in holistic financial planning.
• Demonstrating the ability to provide advice to HNW individuals.

Responsibilities

• Provide independent advice as part of the Private Client team.
• Manage and cultivate the firm’s existing client portfolio.
• Generate new business through networking and referrals.

Skills

Resilience

Technical knowledge

Job description

Independent Financial Advisor

£55,000 to £75,000 plus bonus and benefits

Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner, you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio.

Responsibilities include:

1. Provide independent advice as part of the Private Client team
2. Operate across Investments, Tax, Cashflow, Retirement Planning, and Protection
3. Cultivate the firm’s existing client portfolio
4. Service recurring income
5. Work with new clients generated by the firm’s introducers
6. Generate a small element of new business through networking and referrals

Candidates should be existing Financial Planners, experienced in providing holistic financial planning to HNW individuals, demonstrating resilience, technical knowledge, and an assured manner.

If you are interested, click the apply button below or email your details to [e-mail].

JohnstonGreer is a recruitment agency specialising in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.