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For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and grow your client portfolio.
- Company: Join a rapidly expanding wealth management firm focused on client success and support.
- Benefits: Enjoy hybrid working, uncapped bonuses, and comprehensive benefits including private medical and pension.
- Why this job: Be part of a values-led culture with opportunities for professional growth and leadership.
- Qualifications: Must be a Chartered Financial Planner with a strong advisory track record and entrepreneurial mindset.
- Other info: Work in modern offices located in Glasgow and Edinburgh with full paraplanning support.
The predicted salary is between 52000 - 78000 £ per year.
A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Glasgow/Edinburgh office. This is a standout opportunity for an ambitious professional ready to take the next step with the ability to bring an existing client base or introducer relationships.
What You’ll Do
- Provide bespoke, FCA-compliant financial advice to HNW clients
- Transition and grow your client portfolio within a supportive, well-resourced team
- Collaborate with in-house investment specialists and paraplanners
- Focus on long-term client outcomes and trusted relationships
What We’re Looking For
- Chartered Financial Planner (CII or equivalent)
- Strong advisory track record with loyal client relationships
- Entrepreneurial mindset and commercial awareness
- Ability to bring or build a client bank within a reputable brand
What’s On Offer
- Basic salary of £65,000 - £100,000 + uncapped bonus
- Hybrid working and modern central Glasgow and central Edinburgh office
- Full paraplanning and admin support
- Comprehensive benefits: private medical, pension, wellbeing resources
- Ongoing professional development and leadership pathways
- Inclusive, flexible, and values-led working culture
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Edinburgh
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Chartered Financial Advisors. Attend industry events or local meetups in Edinburgh and Glasgow to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Research the wealth management firm thoroughly. Understand their values, client base, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your existing client relationships and how you can leverage them to benefit the firm. Highlight any successful strategies you've used in the past to grow your client portfolio, as this will showcase your entrepreneurial mindset.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the financial advisory sector. Being knowledgeable about current market conditions and compliance issues will position you as a well-informed candidate who can provide valuable insights to clients.
We think you need these skills to ace Financial Advisor in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Advisor. Emphasise your advisory track record, client relationships, and any entrepreneurial achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide bespoke financial advice. Mention your existing client base or introducer relationships, as this is a key requirement for the role.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being a Chartered Financial Planner (CII or equivalent). This will demonstrate your credibility and commitment to the profession, which is crucial for this position.
Showcase Your Client-Centric Approach: In your application, illustrate how you focus on long-term client outcomes and building trusted relationships. Use specific examples from your past experiences to highlight your client-centric mindset.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Advisory Experience
Be prepared to discuss your previous advisory roles in detail. Highlight specific examples of how you've built and maintained client relationships, as well as any successful strategies you've implemented to grow your portfolio.
✨Demonstrate Your Knowledge of Financial Regulations
Since the role requires FCA-compliant advice, brush up on relevant regulations and compliance standards. Be ready to explain how you ensure your advice meets these requirements while still being tailored to individual client needs.
✨Emphasise Your Entrepreneurial Spirit
The company is looking for someone with an entrepreneurial mindset. Share instances where you've identified opportunities for growth or innovation in your previous roles, and how you plan to leverage this in building a client bank.
✨Prepare Questions About Team Collaboration
As the role involves working closely with investment specialists and paraplanners, think of insightful questions about team dynamics and collaboration. This shows your interest in not just your role, but also how you can contribute to the overall success of the team.
