Job Title: Independent Financial Adviser (IFA) - Client Servicing Focus
Location: Aberdeenshire/Hybrid
Salary: 65k - 85k + Bonus + Benefits
Job Type: Full-time / Permanent
Qualifications: Level 4 Diploma in Financial Planning (minimum)
Overview:
Our client is seeking a motivated and professional Diploma-qualified Independent Financial Adviser (IFA) to join their established team. This is a servicing role focused on managing and developing an existing client bank.
You'll be supported by a dedicated paraplanning and administration team, allowing you to focus on building strong relationships, understanding client needs, and delivering holistic financial advice.
Key Responsibilities:
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Provide independent, whole-of-market financial advice across pensions, investments, protection, and estate planning.
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Manage and develop relationships with existing clients, ensuring regular reviews and proactive service.
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Identify new opportunities within the existing client base to improve their financial outcomes.
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Work closely with the paraplanning and admin teams to ensure efficient and compliant report writing, suitability letters, and case progression.
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Ensure advice complies with FCA regulations and internal compliance standards.
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Maintain accurate and up-to-date client records via CRM systems.
Requirements:
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Level 4 Diploma in Financial Planning (e.g. DipPFS, LIBF DipFA) - essential.
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Minimum of 2 years' experience as a financial adviser.
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Strong interpersonal and relationship management skills.
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Ability to build trust and long-term relationships with clients.
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Competent IT skills; familiarity with industry CRM and back-office systems is desirable.
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CAS (Competent Adviser Status)
What they Offer:
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Full client bank provided
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Dedicated paraplanning and administrative support.
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Competitive base salary plus bonus/commission structure.
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Flexible working arrangements (office-based / hybrid / remote considered).
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Ongoing training and CPD support.
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A supportive and collaborative working environment.
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Career progression opportunities within a growing firm.
if this is of interest and you have the relevant experience then please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com
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