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Financial advisor - edinburgh/glasgow - up to £100,000

Edinburgh
Heat Recruitment
Financial advisor
Posted: 14 May
Offer description

Chartered Financial Advisor - Fast-Growing Wealth Firm

Salary: £65,000 - £100,000 (DOE) + Bonus + Benefits

Location: Glasgow or Edinburgh | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Edinburgh/Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step — with the ability to bring an existing client base or introducer relationships.

What You’ll Do

* Provide bespoke, FCA-compliant financial advice to HNW clients
* Transition and grow your client portfolio within a supportive, well-resourced team
* Collaborate with in-house investment specialists and paraplanners
* Focus on long-term client outcomes and trusted relationships

What We’re Looking For

* Chartered Financial Planner (CII or equivalent)
* Strong advisory track record with loyal client relationships
* Entrepreneurial mindset and commercial awareness
* Ability to bring or build a client bank within a reputable brand

What’s On Offer

* Basic salary of £65,000 - £100,000 + uncapped bonus
* Hybrid working and modern central Glasgow and Edinburgh office
* Full paraplanning and admin support
* Comprehensive benefits: private medical, pension, wellbeing resources
* Ongoing professional development and leadership pathways
* Inclusive, flexible, and values-led working culture

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