Chartered Financial Adviser - Clients Available
S1jobs Edinburgh, Scotland, United Kingdom
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A multiple award-winning Chartered Financial Adviser firm with offices across Scotland is seeking a Chartered (or nearing completion) Financial Adviser/Senior to join their team. With locations in central Edinburgh or Glasgow (flexible in location), this is a rare opportunity to join an industry leader with an outstanding reputation, known for excellent client service and strong ethics.
The vacancy arises from firm growth through strategic acquisitions, aimed at maintaining high standards and client retention. Their advisers are among the best in the industry, supported by a first-class team culture.
In this role, you will service, retain, and develop client relationships through genuine care, providing exceptional advice and fostering referrals. Although not mandatory, the firm can also accommodate transferable business when covenants permit.
The ideal candidate will have several years of experience working with medium-high net worth clients, whether at a reputable IFA, investment manager, or other practice.
They prefer candidates who are Chartered or close to achieving Chartered status, with exams recently passed or scheduled. Experience in pension transfers and cashflow planning is a plus but not essential.
The firm offers a highly competitive basic salary (dependent on experience and qualifications), excellent benefits, top-tier admin and paraplanner support, and opportunities for growth. This is a rare chance for a first-class financial adviser seeking a new challenge.
They are eager to conduct video calls or remote interviews promptly. Interested candidates should contact Alison Curran via applying or emailing alison.curran@edenscott.com. All inquiries will be treated with strict confidentiality.
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