Financial Adviser

Pavilion Recruitment Solutions

Posted a day ago, valid for 11 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for an Employed Financial Adviser based in Edinburgh, offering a competitive salary along with a quarterly bonus and long-term incentives.
Candidates should have a proven track record as a Financial Adviser in an independent or wealth management setting, with at least Level 4 Diploma qualification.
The role involves managing and developing an existing client portfolio generating over £250K in ongoing fees, while providing holistic financial planning.
Successful applicants will enjoy flexible working arrangements and will work closely with internal teams to ensure excellent client outcomes.
This opportunity is ideal for ambitious advisers looking to inherit a high-quality client bank and benefit from a respected brand and strong market support.

Employed Financial Adviser - EdinburghCompetitive Salary + Quarterly Bonus + Long-Term Incentives

Are you an experienced Financial Adviser looking for a high-quality client book and long-term career growth?

Our client is a well-established and highly respected independent financial advice business with a strong national presence and a trusted brand in the market. As part of their succession planning strategy, they are seeking an employed Financial Adviser to take over an existing client book generating in excess of £250K in ongoing fees.

What’s on Offer?

Competitive basic salary
Lucrative quarterly bonus scheme
Long-term business generation incentives
Fully supported client transition with an existing book of business
Flexible working arrangements

The Role:

Manage and develop an inherited portfolio of high-value clients
Provide holistic financial planning, ensuring excellent client outcomes
Work closely with internal teams to deliver a seamless service
Identify new opportunities to grow the client base and business revenue

About You:

Level 4 Diploma qualified (Chartered status or working towards is an advantage)
Proven track record as a Financial Adviser in an independent or wealth management setting
Strong relationship management and client retention skills
Ability to identify and develop new business opportunities

This is a fantastic opportunity for an ambitious adviser looking to inherit a high-quality client bank while benefiting from a strong brand, market-leading support, and an attractive remuneration structure.

If you’re interested in learning more, apply now or contact us for a confidential discussion.

Apply now in a few quick clicks

Financial Adviser

Financial Planner

Financial Planner

Associate Financial Planner