Our client has an exciting opportunity for an Independent Financial Adviser to join their team in Edinburgh.
There is a high-quality, existing client bank with an average portfolio of £350k, predominantly based in and around Edinburgh.
The role at a glance
- Client households – c. 70
- Average portfolio -£350k
- Base salary – £75k–85k
What is on offer
- Ready‑made client book – c. 70 households inherited from a retiring adviser, all based in Edinburgh and the surrounding area
- Competitive salary and first year bonus – Salary in the region of £75k–£85k with a first year bonus based on business introduced
- Hybrid working – Office presence 2–3 days initially to build client relationships, with flexibility thereafter
What we are looking for:
- A qualified IFA based in or around Edinburgh
- Experience in trusts would be a real advantage
- Ideally Chartered ow working towards this
- A client‑first approach and the ability to build trusted, long‑term relationships
Independent Financial Adviser 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.
