Financial Advisor
7 days ago
Job Title: Financial Adviser
Industry: Financial Services
Location: Edinburgh
Salary: Up to £65,000
Job Ref: 9441
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh.
Company:
This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
To manage an existing client bank and deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary up to £65k
- Excellent bonuses - OTE £100k+
- Regular salary reviews
- Existing client bank
- HNW Client leads – Typical client £500k to invest
- Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Skills and experience required:
Diploma (Dip PFS) or equivalent
Experience as a Financial Adviser, SPS & CAS Status
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