Senior Financial Advisor Role

21 hours ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

We are seeking a professional to join our Scottish team as a financial advisor. The role involves working from home with access to meeting rooms in central locations. The ideal candidate will have diploma qualifications in financial advice and proven experience as a successful adviser.


About the Role

This is an excellent opportunity to work for a leading independent financial advisory firm. The role offers a competitive salary and a range of benefits, including car allowance and medical care.

Key Responsibilities
  • Develop and maintain relationships with existing and potential clients
  • Provide exceptional client service
Requirements
  • Diploma qualified in financial advice
  • Proven experience as a successful adviser
  • CAS certification (ideally with potential clients)
What We Offer
  • Salary: £60,000 - £80,000 per annum
  • Car allowance
  • Medical care
  • Work laptop and phone
  • Generous holiday entitlement
  • Support from a paraplanner, investment team, and admin team


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