Job Title: Financial Adviser
Industry: Financial Planning
Location: Edinburgh
Salary: £50,000 – £60,000 + bonus
Job Reference: 9943
Job Description:
Recruit UK are delighted to be working with one of the UK’s leading and fastest-growing Financial Advice firms, offering a truly client-focused service built on their dual expertise in Financial Planning and Investment Management. With a highly developed proposition and a strong flow of clients, this is an exciting chance to join their growing Desk Based Advice team in Edinburgh.
If you’re a confident and motivated Financial Planner who enjoys supporting clients and building long-term relationships, this role offers the platform, resources, and progression to take your advice career to the next level.
Duties will include:
* Providing financial reviews and advice to clients via telephone or video meetings.
* Contacting referred clients within agreed service levels to arrange and deliver reviews.
* Conducting suitability reviews to keep client portfolios aligned with their goals and circumstances.
* Delivering clear, compliant, and personalised advice to meet client needs.
* Preparing professional suitability reports and client communications.
* Keeping accurate and compliant client records on the firm’s systems.
* Following all regulatory, compliance, and internal advice processes.
Benefits:
* Salary Up to £60,000 plus excellent bonus structure.
* Clients provided — no need to bring a client bank.
* Hybrid working (3 days office / 2 days home).
* A structured career progression framework to support your development.
* Comprehensive training and ongoing CPD.
* Private medical insurance.
* Life assurance.
* Generous pension contributions.
* Holiday package with option to purchase additional days.
* Shared parental leave.
* A supportive, collaborative culture with national reach and local presence.
Skills and experience required:
* Level 4 Diploma in Financial Planning (essential).
* Experience as a Financial Adviser (desk-based experience not required).
* CAS status or close to achieving.
* Strong client management and relationship skills.
* Confident communicator, especially over the phone and video.
* Highly motivated, with a strong work ethic and a client-first mindset.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Financial Adviser role in Edinburgh.