Financial adviser

An established financial adviser firm is looking for an experienced financial adviser to join its growing team in Edinburgh due to ongoing growth of the business. This role offers an exciting opportunity for someone who thrives on building meaningful client relationships and delivering tailored financial strategies that make a real difference.  The successful candidate will be passionate about helping individuals and businesses achieve their financial goals with a background in holistic financial planning. They will bring a consultative approach, combining technical expertise with a genuine commitment to understanding clients’ aspirations. This position is ideal for someone who enjoys autonomy while being part of a collaborative, forward-thinking environment.

What makes this role stand out?

• A focus on long-term partnerships rather than transactional advice.
• The chance to work with a diverse client base, from high-net-worth individuals to entrepreneurial businesses.
• Access to cutting-edge tools and resources to support informed decision-making.

Key qualities sought:

• Strong interpersonal skills and the ability to communicate complex ideas clearly.
• A proven track record in financial planning or wealth management.
• Ability to manage and retain a client base with a desire to continue to grow this further too.
• Experienced financial adviser, diploma qualified with a desire to work towards chartered or already en route.

Full administrative support would be provided in an autonomous work environment, to ensure time spent is with clients not doing back office work.  Upon joining they would fully support your onboarding to ensure first year is as successful as possible.  An attractive salary and bonus structure is on offer depending on experience.  Please get in touch to discuss further/ more details prior to progresing with Alison Curran.