Job Specification – Financial Adviser (CF30) – Inverness
Position: Financial Adviser (CF30 Approved Person)
Location: Inverness, Scotland
Firm: Tweed Wealth Management
About Tweed Wealth Management
Tweed Wealth Management (TWM) is one of Scotland's leading wealth management practices, providing holistic financial planning and investment management services. We pride ourselves on delivering human, high-quality, client-centred advice built on trust, professionalism, and long-term relationships. With ambitious growth plans and a culture of collaboration, this is an opportunity to be part of a forward-thinking firm making a meaningful impact in clients' lives.
The Role
We are seeking a CF30-authorised Financial Adviser to join our growing Inverness office. You will be responsible for advising new and existing clients, building strong relationships, and delivering the full TWM client journey with integrity and impact.
This is a client-facing role with an existing client bank to inherit and new business opportunities via professional connections, events, and marketing activity.
Key Responsibilities
* Deliver holistic financial planning across pensions, investments, protection, and estate planning.
* Inherit and service an established client bank while developing new client relationships.
* Conduct client meetings, fact-finds, cashflow planning, and suitability reports in line with FCA and SJP compliance requirements.
* Utilise TWM's support structure — paraplanning, client managers, and marketing — to ensure efficient and high-quality client outcomes.
* Represent TWM professionally in the Inverness community, including engagement with professional introducers (solicitors, accountants, business owners).
* Maintain and build long-term client relationships through ongoing reviews, trust, and proactive communication.
Requirements
* Current CF30 approval (or equivalent) with strong track record of compliance.
* Level 4 Diploma in Regulated Financial Planning (minimum); Chartered or working towards Level 6 is desirable.
* Proven experience in financial advice, ideally with exposure to both investment and retirement planning.
* Strong interpersonal and communication skills with the ability to simplify complex financial concepts.
* Self-motivated with a proactive, client-first attitude.
* Commitment to continuous professional development and alignment with TWM's values of integrity, professionalism, and growth.
What We Offer
* A ready-made client bank to inherit, alongside warm leads and business development opportunities.
* Full paraplanning and client management support, allowing you to focus on client relationships.
* Marketing, events, and introducer networks to support new client acquisition.
* Structured learning and development, peer-to-peer learning, and mentoring opportunities.
* Competitive remuneration package with strong earnings potential.
* A supportive, collaborative culture within one of Scotland's most ambitious wealth management practices.
Next Steps
If you're an experienced adviser looking for a new challenge and the opportunity to grow with a dynamic firm in Inverness, we'd love to hear from you.
Job Type: Full-time
Pay: £40,000.00-£50,000.00 per year
Work Location: In person