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Financial Advisor - Edinburgh/Glasgow - up to £100,000, dunfermline
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Client:
Heat Recruitment
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
Chartered Financial Advisor - Fast-Growing Wealth Firm
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
* Ongoing professional development and leadership pathways
* Inclusive, flexible, and values-led working culture
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