Edinburgh IFA – Ready-Made Client Book & Hybrid Role

Edinburgh IFA – Ready-Made Client Book & Hybrid Role

Full-Time 75000 - 85000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Manage a ready-made client book and build long-term client relationships.
  • Company: AMG Search, a leading firm in financial advisory services.
  • Benefits: Attractive salary, first-year bonus, and hybrid working model.
  • Other info: Flexible working with opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real difference in clients' financial lives.
  • Qualifications: Experience as an IFA, preferably with trusts, and Chartered status or progress towards it.

The predicted salary is between 75000 - 85000 Β£ per year.

AMG Search is seeking an Independent Financial Adviser in Edinburgh to join the team and manage a ready-made client book. The role offers a base salary in the Β£75k–£85k range with a first-year bonus and a hybrid working pattern, starting with 2–3 days in the office to establish client relationships.

The successful candidate will be an IFA based in or around Edinburgh, with experience in trusts preferred and Chartered status or ongoing progress toward it, focusing on building long-term client relationships.

Edinburgh IFA – Ready-Made Client Book & Hybrid Role employer: AMG Search

AMG Search offers a dynamic and supportive work environment, making it an excellent employer for those seeking to lead in the wealth management sector. With a strong focus on employee development and a hybrid working model that promotes work-life balance, team leaders can thrive while overseeing a dedicated group of professionals in Leeds. The company values high standards of client service and fosters a culture of collaboration and growth, ensuring that employees are well-equipped to succeed in their roles.

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Contact Details:

AMG Search Recruitment Team

We think you need these skills to ace Edinburgh IFA – Ready-Made Client Book & Hybrid Role

Independent Financial Advice
Client Relationship Management
Trusts Knowledge
Chartered Status
Financial Planning
Communication Skills
Sales Skills