Financial adviser

A well-established and growing financial advice firm with offices across Scotland is seeking an experienced Financial Adviser to join its Inverness team.  This opportunity offers the successful candidate an established client portfolio from day one, alongside dedicated paraplanning and administrative support. The role is ideally suited to an adviser who is passionate about delivering high-quality financial planning advice while focusing on client relationships and business development rather than administration.

The appointed Financial Adviser will provide financial planning advice to an existing and loyal client base, helping individuals and families achieve their long-term financial objectives. Working within a supportive and collaborative environment, the adviser will benefit from a strong back-office infrastructure designed to maximise client-facing time and support business growth.

Key Benefits

• Established client bank provided
• Hybrid working arrangement offering flexibility and work-life balance
• Dedicated paraplanning and administration support
• Competitive basic salary
• Highly attractive and lucrative bonus structure
• Genuine six-figure earning potential
• Ongoing professional development opportunities
• Career progression within a successful Scottish financial planning business
• Supportive team culture and strong regional presence

Key Responsibilities

• Deliver holistic financial planning advice across pensions, investments, retirement planning and protection.
• Maintain and develop long-term relationships with existing clients.
• Conduct regular client reviews and identify opportunities to enhance client outcomes.
• Ensure advice is delivered in line with FCA regulations and internal compliance standards.
• Work closely with paraplanning and administration teams to provide an exceptional client experience.

Candidate Requirements

• Diploma qualified (Level 4) Financial Adviser or equivalent.
• Proven experience providing regulated financial advice.
• Strong interpersonal and relationship management skills.
• Client-focused approach with a commitment to delivering quality advice.
• Ability to effectively manage and develop an existing client portfolio.
• Chartered status, or progression towards Chartered, would be advantageous but is not essential.

The firm has a strong reputation across Scotland for delivering trusted financial advice and building long-term client relationships. With offices throughout the country and continued growth plans, it offers advisers the opportunity to join a progressive organisation that values both client outcomes and employee success.  This represents an excellent opportunity for an ambitious Financial Adviser to inherit an existing client base, receive comprehensive support, and achieve significant earnings through a rewarding, uncapped bonus structure.

Please get in touch as soon as possible by applying now for more information prior to progressing and a discussion with Alison Curran confidentially.