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Financial Adviser, chartered or close, Burntisland
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Client:
Location:
Burntisland, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
857ce663b102
Job Views:
16
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
An award-winning Chartered Financial Adviser firm has a unique opportunity for a Chartered (or close to completing) Financial Adviser or Senior IFA to join their team in Fife. This is a rare opportunity to join a well-regarded practice with an outstanding reputation, known for excellent client service and strong ethics.
The vacancy arises from firm growth, succession planning, and a commitment to maintaining high client standards and retention. Their advisers are highly experienced, and the team culture is first-class.
In this role, you would service, retain, and develop client relationships through genuine care, providing exceptional advice and gaining referrals for further growth. While not mandatory, the firm can also provide a safe home for 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.
Candidates should be Chartered or close to achieving this status, with exams scheduled or recently passed.
In return, the firm offers a highly attractive salary (dependent on experience and qualifications), excellent benefits, admin/paraplanner support, and opportunities for growth. This is a rare chance for a first-class financial adviser seeking a change.
All inquiries will be treated with strict confidentiality and considered only if of genuine interest.
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