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Senior Financial Adviser (Chartered), Edinburgh
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Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
12bbced4114d
Job Views:
12
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth, a vacancy has arisen for a first-class Financial Adviser to join their team during an exciting time in their history.
The company is an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who can interact at this level and provide a service to senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals. This, along with their strong market presence, ensures that the Wealth team is set to grow.
They are looking for an individual with a client-focused approach, a relationship builder and maintainer rather than a salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone experienced in working with HNW clients, with the ambition and drive to utilize their network. You must be able to act quickly, be flexible, as unexpected meetings can be scheduled at short notice.
The company offers a strong, high-caliber administrative team and an impressive environment for the successful individual.
There is a significant salary on offer depending on qualifications and experience, along with company benefits and a dedicated admin team, generally on a 1:1 basis, to ensure you can focus on your core responsibilities.
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