Financial adviser

2 months ago

Dunfermline, Fife, United Kingdom Eden Scott Full time

A highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh.

They've had a strong year and have plans to continue to add to their team.


In the role due to their approach to clients you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow the client base further in due course.

Clients are not required for this vacancy as they have a steady stream of business.


The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other practice.

Pensions and investments experience is key, they would support exams but chartered is not required.


In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never mind further anticipated further growth.

A truly rare opportunity for a first-class financial adviser who is interested in a change.


They are keen to carry out video calls/remote interviews as soon as possible so please get in touch with Alison Curran to discuss further.

Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.

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