High Net Worth Financial Advisor
1 week ago
This is an exciting opportunity to join a stable and reputable wealth management practice as an experienced Independent Financial Advisor. You will be responsible for servicing a book of business and managing new relationships, working closely with high net worth clients to deliver exceptional service and provide first-class advice.
To be successful, you will need to have a Diploma 4 qualification, ideally working towards Chartered status, and a proven track record in relationship management, whole-of-market advice, and sales. We offer a competitive basic salary, pension package, and commission structure, providing a rare opportunity to grow your career and enjoy a highly rewarding work environment.
We pride ourselves on providing a supportive and collaborative work environment that enables our employees to thrive. If you are a motivated and ambitious individual looking to take the next step in your career, we encourage you to apply.
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IFA for High Net Worth Clients
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeClient-Focused Financial Expertise">We require a seasoned Independent Financial Advisor to manage high net worth client relationships and deliver exceptional financial solutions. This is a fantastic opportunity for a motivated individual who excels in relationship management and wants to make a meaningful impact in our wealth management practice.In this...
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High Net Worth Private Client Advisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the RoleWe are looking for an experienced Independent Financial Advisor to join our team at Eden Scott. As a Senior Wealth Management Professional, you will be responsible for managing a portfolio of high net worth private clients, providing expert advice on investments, pensions, and other financial products. You will work closely with our paraplanner...
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High Net Worth Client Advisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionThis is a UK-wide role that involves managing an existing client bank and dealing with new High Net Worth (HNW) client enquiries. As a Financial Adviser, you will provide clients with independent financial advice and make recommendations on how to best meet their goals. Key responsibilities include:Managing and developing your own client...
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Paralegal with High Net Worth Expertise
4 weeks ago
Edinburgh, Edinburgh, United Kingdom QED Legal LLP Full timeWe are looking for a Paralegal with high net worth expertise to join our team at QED Legal LLP. As an Executory Files Coordinator, you will play a crucial role in managing high net worth executory files from initial client meeting through to distribution.The ideal candidate will have:Proven experience in managing estate and intestate executory filesExcellent...
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Ultra-High-Net-Worth Summit Coordinator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom The Family Office Group Full timeUltra-High-Net-Worth Summit CoordinatorWe are seeking a highly organized and detail-oriented individual to join our team as an Ultra-High-Net-Worth Summit Coordinator. In this role, you will be responsible for coordinating and executing exclusive one-on-one meetings between Ultra-High-Net-Worth investors and private fund managers at prestigious 5-star...
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High Net Worth Private Client Advisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeAbly Resources is seeking an experienced trust solicitor to join our private client team. As a key member of this team, you will be responsible for managing a portfolio of high net worth clients across various areas including trusts, executries, tax planning, and succession planning.You will have the opportunity to work closely with clients, develop your...
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High Net Worth Private Client Solicitor
1 week ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are seeking a skilled Private Client Associate to join our team at Ably Resources. This is an excellent opportunity to advance your career in Private Client Law with a leading firm specializing in high-net-worth clients.The ideal candidate will have 4-7 years of experience in private client work, including executry administration, succession planning,...
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High Net Worth Financial Advisor
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeWealth Management OpportunityJoin Eden Scott, a stable and reputable wealth management practice, as an experienced Independent Financial Advisor. With a growing client base featuring recurring income, this role offers the perfect blend of relationship management and business development.Key ResponsibilitiesAs an IFA, you will be responsible for servicing...
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Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are looking for a skilled and dedicated Solicitor for High-Net-Worth Clients to join our team at Ably Resources. In this role, you will be responsible for handling a diverse range of private client matters, including executry administration, succession planning, trust work, and tax advice.The successful candidate will be rewarded with a competitive annual...
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High Net Worth Private Client Specialist
1 month ago
Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are seeking a Private Client Associate to join our team at Ably Resources. This is an excellent opportunity to advance your career and develop your skills in private client work, including executry administration, succession planning, trust work, and tax advice.The successful candidate will be involved in managing a portfolio of clients in areas such as...
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Edinburgh, Edinburgh, United Kingdom Ably Resources Full timeWe are looking for an experienced Private Client Lawyer to join our team at Ably Resources. In this role, you will be responsible for managing a portfolio of high-net-worth clients with complex trusts, executry administrations, and succession planning.As part of our established private client team, you will work closely with other professionals to provide...
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Financial Planning Specialist
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob Title: Experienced IFA for High Net Worth ClientsWe are seeking an experienced Independent Financial Advisor to join our stable and reputable wealth management practice, delivering exceptional service and utilizing market knowledge to provide first-class advice.In this role, you will be responsible for servicing a book of business and managing new...
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Financial Services Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeAt JohnstonGreer Ltd, we are seeking a skilled Financial Services Specialist to join our team of experienced advisors. This role will provide an opportunity to work with high net worth private clients, providing guidance on complex financial planning and investment strategies.About the RoleEstimated salary: £40,000 - £60,000 per annumThe ideal candidate...
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Award-Winning Financial Services Specialist
20 hours ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full time**Role Summary**This is a unique opportunity to join a leading wealth management practice as an experienced Independent Financial Advisor. You will be responsible for building and maintaining relationships with high net worth clients, providing expert financial advice, and identifying new business opportunities.The ideal candidate will have a strong...
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Financial Planning Professional
1 week ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdvisorIndustry: Financial ServicesLocation: Edinburgh, UKEstimated Salary: £65,000 - £100,000+We are seeking a talented Financial Adviser to join our team at Recruit UK | Certified B Corp™.As a Financial Adviser, you will be responsible for managing an existing client bank and dealing with new high-net-worth (HNW) client enquiries....
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HNW Private Client Advisor
4 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeWe are looking for a highly skilled HNW Private Client Advisor to join our team at JohnstonGreer Ltd. In this role, you will be responsible for providing expert advice on complex financial planning and investment strategies to high net worth private clients.About the JobSalary: £45,000 - £65,000 per annumThe successful candidate will have a strong...
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Experienced Financial Services Consultant
1 week ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeJob OpportunityWe are currently seeking a highly skilled Independent Financial Advisor to join our team at Eden Scott. As a key member of our wealth management practice, you will play a critical role in helping our clients achieve their financial objectives.In this role, you will be responsible for managing a portfolio of high net worth private clients,...
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Strategic Financial Planner
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Seven Investment Management LLP Full timeRole OverviewWe are seeking a Strategic Financial Planner to join our Private Client Team. As a key member of our team, you will be responsible for delivering comprehensive financial planning solutions to high net worth clients.The ideal candidate will have extensive knowledge of wealth management, pensions, investment, and tax planning, with a strong...
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Experienced Financial Services Professional
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Eden Scott Full timeAbout the Role">We are looking for a seasoned Independent Financial Advisor to lead our high net worth client relationships. In this dynamic role, you will be responsible for delivering bespoke financial solutions and exceptional service to our discerning clients.Your primary focus will be on relationship management, ensuring that client needs are met and...
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High Net Worth Adviser Opportunity
1 week ago
Edinburgh, Edinburgh, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout The OpportunityWe are seeking a talented and motivated Financial Adviser to join our team, specializing in providing high-quality financial advice to clients across the UK. This is a fantastic opportunity for an ambitious professional to take their career to the next level.The ideal candidate will have:A Diploma in Financial Planning (Dip PFS) or...