Wealth Management Expert Opportunity in Fife/Edinburgh

1 month ago


Rosyth, United Kingdom Eden Scott Full time

A prominent regional wealth management firm with a strong presence in the East of Scotland is seeking an experienced financial adviser to join their team. With plans for continued growth, they offer a rare opportunity for an accomplished professional to make a significant impact.

The ideal candidate will possess several years' experience working with medium-to-high net worth clients, whether at a reputable IFA or investment manager/practice. A background in pensions and investments is essential, as they would support further qualifications but do not require Chartered status.

In this role, you will be responsible for servicing, retaining, and developing relationships with clients through exceptional advice and referrals. Due to their steady stream of business, clients are not required for this vacancy.

As a valued member of their team, you can expect a highly attractive basic salary (£60,000 - £80,000 depending on experience and qualifications), excellent benefits, and comprehensive admin/support.

The company prioritizes open communication and encourages video calls/interviews to facilitate a smooth recruitment process. They maintain the utmost confidentiality and only progress discussions if the candidate shows genuine interest.



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