At a Glance
- Tasks: Advise clients on financial matters and manage their investment portfolios.
- Company: Dynamic financial advisory firm with a strong client base in Edinburgh.
- Benefits: Attractive salary, first-year bonus, and hybrid working options.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
- Why this job: Join a thriving team and make a real difference in clients' financial futures.
- Qualifications: Qualified IFA with experience in trusts preferred; client-focused mindset essential.
The predicted salary is between 75000 - 85000 £ per year.
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 or 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.
