Self Employed IFAs

A leading and award winning independent financial advisory firm are looking to add additional financial advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required.  With strong connections to accountants and solicitors, there would be a steady stream of referrals and warm business to be provided to any new hire.  

Currently the company employs IFAs across the UK and this role could be based anywhere across Scotland. This role is on a self-employed basis with surplus clients available however they would ask some clients to be transferred.

To be considered for this role, you must be diploma qualified in financial advice with proven experience as a successful adviser and current CAS. Other requirements include:

• Ethical and driven
• Strong knowledge of IHT planning, pensions and investments
• Focus on maintaining the culture, financial stability and IFA relationships.  Entrepreneurial in driving new business
• Motivated by client satisfaction
• Commercially astute advisers who are able to develop their business but benefit from the incremental revenue from provided clients

The benefits this role offers; working from home, excellent % split for existing business and new business, full back office/compliance support, industry contacts, truly independent with no ties to providers.  Their paraplanner, investment support and admin team are all available in order to provide quick and leading back-up as required in order to leave you to focus on client service.

As a key part of their growth strategy in the Scottish region, you'd be given the independence and trust to develop your base with continual support.

This is an excellent opportunity for a candidate with the right experience; please do not hesitate to get in touch to discuss in confidence.

Eden Scott is a specialist in Financial Services recruitment, including positions within large Wealth Management or Financial Planning organisations to small consultancies.