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Financial Advisor

Employer
Recruit UK | Certified B Corp™
Location
Edinburgh, Scotland, United Kingdom
Salary
Competitive Salary
Closing date
Dec 29, 2024
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time


Job Title:
Financial Adviser


Industry: Financial Services



Location:
Edinburgh




Salary:
Up to £65,000


Job Ref: 9441

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Edinburgh.

Company:

This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice.

Role:

To manage an existing client bank and deal with new HNW client enquiries. You will provide clients independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.

What’s in it for you:
  • Competitive starting salary up to £65k
  • Excellent bonuses - OTE £100k+
  • Regular salary reviews
  • Existing client bank
  • HNW Client leads - Typical client £500k to invest
  • Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support


Skills and experience required:

Diploma (Dip PFS) or equivalent

Experience as a Financial Adviser, SPS & CAS Status

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