Financial Adviser

1 month ago


Edinburgh, United Kingdom Eden Scott Full time

My client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting rooms.

In the job you will be servicing your book of business along with some provided to you initially due to their reputation, ties and client ties available. Average size of cases vary between 80-100k and higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. The job will mainly be advising home or office based with approximately one or two days in their Edinburgh or Glasgow office where you will have your own paraplanner and administrator to pass all paperwork to so your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients.

To be considered you must be diploma 4 qualified, ideally chartered or open to working towards, along with having a proven track record within relationship management, whole of market advice and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.

In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and commission package.

This job is currently at interview so to express interest please submit your details asap to discuss further with Alison Curran.

#J-18808-Ljbffr

  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Description:Highly prestigious and reputable firm in Edinburgh city centre is seeking a first class Financial Adviser to join their teamWork with ex Directors, Shareholders, and high net worth individualsSeeking an individual with a client-focused approach and ability to build relationshipsExperience working with high net worth clients is...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history.The company are an exceptionally professional practice with an outstanding reputation in the market. Their client...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their...


  • Edinburgh, United Kingdom Eden Scott Full time

    My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their...

  • Financial Planner

    1 month ago


    Edinburgh, United Kingdom Heat Recruitment Full time

    Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -**Edinburgh **Duration -** Permanent A national wealth management firm are looking to hire an experienced Financial Planner to oversee an existing...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    About the roleWe’re looking for a Platform Implementation Technician to join our Adviser Business Readiness Team on a 12 month FTC.As a Platform Implementation Technician, you’ll support the Adviser Business Readiness Team in the delivery of multiple project workstreams within the External Business Readiness area of our re-platforming project.Ultimately...

  • Financial Advisor

    8 hours ago


    Edinburgh, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **Edinburgh| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    About the roleWe’re looking for a Platform Transformation Assistant Manager to join our Adviser Business Readiness Team on a 12-month FTC.As a Platform Transformation Assistant Manager, you’ll support the Adviser Business Readiness Team in the delivery of multiple project workstreams within the External Business Readiness area of our re-platforming...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    We’re on the hunt for someone with exceptional customer service skills to join us as a Client Relations Manager.The best thing about this role is the integral part you'll play in building relationships with new and existing adviser firms. We'll be relying on you to provide exceptional service, ensuring our customers are at the heart of everything you do....


  • Edinburgh, United Kingdom Nucleus Financial Full time

    We’re on the hunt for someone with exceptional customer service skills to join us as a Client relations manager.The best thing about this role is the integral part you'll play in building relationships with new and existing adviser firms. We'll be relying on you to provide exceptional service, ensuring our customers are at the heart of everything you do....

  • Client Solutions

    2 weeks ago


    Edinburgh, United Kingdom Nucleus Financial Full time

    We’re on the lookout for excellent, customer-obsessed and organised individuals to join our client relations team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of our proposition...


  • Edinburgh, United Kingdom Nucleus Financial Full time

    About the role We’re on the lookout for excellent, customer-obsessed and organised individuals to join our Client Solutions team.Our purpose at Nucleus is to transform financial services and create better outcomes for our advisers and their clients. It is this purpose that drives everything we do. Providing exceptional customer service is a key element of...


  • Edinburgh, United Kingdom Independent Resourcing Consultancy Full time

    **Independent Financial Advisor**: - Job Reference: 00000743-1 - Date Posted: 14 June 2023 - Recruiter: Independent Resourcing Consultancy - Location: Edinburgh - Remote Working: Some remote working possible - Salary: On Application - Bonus/Benefits: Negotiable DOE - Sector: Financial Advisers - Job Type: Self-employed, Employed - Contact: Eamon Behan -...


  • Edinburgh, United Kingdom Morningstar Full time

    **J**ob Posting Title** - **Adviser Support Executive** **About the role** At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence. The Morningstar Wealth...

  • Financial Planner

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Meraki Talent Limited Full time

    Financial PlannerCompetitive SalaryPermanentEdinburgh Meraki Talent's client is currently recruiting for a Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Financial PlannerBuild links with the clients' other professional...

  • Financial Controller

    4 weeks ago


    Edinburgh, United Kingdom Pertemps Glasgow Full time

    As the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information.   If you are a strategic thinker with a...


  • Edinburgh, United Kingdom Eden Scott Full time

    A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. You will be a dynamic, hard working and...

  • Financial Controller

    3 weeks ago


    Edinburgh, United Kingdom Pertemps Glasgow Full time

    As the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...

  • Financial Controller

    1 month ago


    Edinburgh, United Kingdom Pertemps Glasgow Full time

    As the Financial Controller, you will be responsible for overseeing all aspects of financial management, reporting, and compliance for the company. Working closely with senior management, you will play a key role in shaping financial strategy, optimising processes, and ensuring the integrity of financial information. If you are a strategic thinker with a...


  • Edinburgh, United Kingdom Pertemps Glasgow Full time

    My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division. Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our...