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Independent Financial Advisor - Inverness - Hybrid - £65,000 (OTE £90k+ in Year 2)

Financial Divisions
Posted 4 days ago, valid for 20 hours
Location

Inverness, Highland IV2 6TR, Scotland

Salary

£65,000 per annum

Contract type

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

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  • The position is for an Independent Financial Advisor in Inverness, offering hybrid working options.
  • The role comes with a salary of £65,000 plus a bonus structure that can lead to over £90,000 in total earnings by the second year.
  • Candidates must be Level 4 Qualified with Competent Adviser Status (CAS) and have at least 3 years of advisory experience.
  • This position focuses on servicing an existing client bank of 200-250 clients, with no requirement for cold prospecting.
  • The role offers full support from paraplanning and admin teams, allowing the advisor to concentrate on client relationships.

??Independent Financial Advisor / Financial Servicing Adviser - High-Quality Clients, No Client Hunting Required! ??

?? Location: Inverness (Hybrid working options available)?? Salary: £65,000 + Bonus (OTE £90k+ in Year 2) + Full Benefits

Are you a Level 4 Qualified Financial Adviser with CAS status and at least 3 years of advisory experience? Looking for a role where you can focus on client service rather than hunting for new business? This brand-new Servicing Adviser role is perfect for you!

?? Why This Role?

? Step into a Warm Client Bank - You’ll inherit 200-250 clients in Year 1, managing between £25M-£30M AUM from advisers with overflowing client banks.? No Cold Prospecting - This is a pure servicing role, so no need to hunt for new clients.? Diverse Portfolio - Work across investments, pensions, and protection (minimal cashflow modelling required).? Hybrid Working? Full Support - Benefit from dedicated paraplanning and admin teams so you can focus on client relationships.? Exceptional Earnings Potential - Base salary of £65k, with a clear bonus structure aiming for £90k+ OTE in Year 2.

?? What We’re Looking For:

?? Level 4 Qualified (Diploma in Financial Planning)?? Competent Adviser Status (CAS)?? 3+ Years of Experience providing financial advice?? Client-Centric & Professional - Backgrounds from SJP, bancassurance, or similar are welcome!

?? Ready to Hit the Ground Running? We Need You NOW!

If you're ready to step into a high-quality, well-supported advisory role with a clear path for growth, we want to hear from you.

?? How to Apply: Send your CV and availability for a confidential chat to Ryan at Financial Divisions

Apply now in a few quick clicks

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.