At a Glance
- Tasks: Advise clients on financial matters and manage their investment portfolios.
- Company: Join a reputable firm with a strong client base in Edinburgh.
- Benefits: Competitive salary, first-year bonus, and hybrid working options.
- Other info: Build long-term relationships in a supportive and flexible environment.
- Why this job: Inherit a ready-made client book and make a real difference in clients' lives.
- Qualifications: Qualified IFA with experience in trusts preferred.
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 75k–85k with 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 | Edinburgh employer: AMG Search
Join a dynamic team in Edinburgh as an Independent Financial Adviser, where you'll benefit from a ready-made client bank and a competitive salary package. Our supportive work culture prioritises employee growth, offering hybrid working options to maintain a healthy work-life balance while fostering long-term client relationships. With a focus on professional development and a commitment to client satisfaction, this role provides a meaningful opportunity for those looking to thrive in the financial advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land INDEPENDENT FINANCIAL ADVISER | Edinburgh
✨Tip Number 1
Network like a pro! Attend local financial events or seminars in Edinburgh to meet potential clients and industry peers. Building relationships face-to-face can really set you apart from the competition.
✨Tip Number 2
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with other professionals in the financial sector. Share valuable insights and engage with your audience to build trust.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone, drop them a quick email or message to keep the conversation going. It shows you’re genuinely interested and helps you stay top of mind.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in. Plus, it shows you’re serious about joining our team and ready to hit the ground running.
We think you need these skills to ace INDEPENDENT FINANCIAL ADVISER | Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience with client relationships and any relevant qualifications, especially if you're Chartered or working towards it.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role in Edinburgh. Mention your client-first approach and how you can add value to the existing client bank.
Showcase Relevant Experience:If you've got experience with trusts or managing portfolios, make sure to showcase that in your application. We want to see how your background aligns with what we’re looking for!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at AMG Search
✨Know Your Numbers
As an Independent Financial Adviser, it's crucial to be well-versed in financial metrics. Brush up on your knowledge of average portfolio sizes, client demographics, and market trends in Edinburgh. This will not only show your expertise but also demonstrate your commitment to understanding the local market.
✨Showcase Your Client-First Approach
Prepare examples that highlight your client-first philosophy. Think about times when you went above and beyond for clients or how you've built long-term relationships. This is key for the role, so make sure to articulate your approach clearly during the interview.
✨Be Ready to Discuss Trusts
Since experience in trusts is a real advantage for this position, be prepared to discuss your knowledge and experience in this area. If you have specific cases or strategies you've implemented, share those insights to showcase your expertise.
✨Ask Insightful Questions
Interviews are a two-way street, so come armed with thoughtful questions about the existing client bank and the firm's vision for growth. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
