A leading and award-winning independent financial advisory firm is looking to add an additional adviser to their Edinburgh team. This role is available on an employed or self-employed basis, with surplus clients available due to professional connections and increased business.
To be considered for this role, you must be diploma qualified in financial advice with proven experience as a successful adviser and current CAS. Ideally, you will have the scope to bring some potential clients, but this is not a prerequisite. Other requirements include:
* Ethical and driven
* Focus on maintaining the culture, financial stability, and IFA relationships; entrepreneurial in driving new business
* Motivated by client satisfaction
* 1-3 years of experience as an adviser/CAS status
* Commercially astute advisers who can develop their business and benefit from the incremental revenue and capital values from provided clients
The benefits of this role include working from home, an excellent salary, and bonus. The firm’s paraplanner and admin team are available to provide quick backup, allowing you to focus on client service.
This is an excellent opportunity for candidates with the right experience. Please do not hesitate to get in touch to discuss in strict confidence.
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Eden Scott is a specialist in Financial Services recruitment, including positions within large Wealth Management or Financial Planning organizations and small consultancies.
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