Are you a Financial Adviser who loves looking after clients but is tired of constantly chasing new business?
This could be the opportunity you've been waiting for.
I am working with a highly respected wealth management firm in Edinburgh that is seeking an experienced Financial Adviser to take over an established client bank of £120m+ AUM.
This Financial Adviser role is ideal for someone who enjoys building long-term relationships with High-Net-Worth and Ultra-High-Net-Worth clients, providing holistic advice and becoming a trusted adviser to wealthy families.
Unlike many Financial Adviser opportunities, new business isn't the challenge here. The firm benefits from an exceptional network of local accountants, solicitors and professional introducers, providing a consistent flow of high-quality referrals.
What's on Offer?
Salary up to £100,000
Highly competitive bonus structure
Existing client bank of £120m+ AUM
Full Paraplanning and Administration support
High quality referrals from accountants and solicitors
Hybrid and flexible working
HNW and UHNW client base
Excellent long-term career prospects
Established and highly respected wealth management firm
The Role
As a Financial Adviser, you will inherit and manage a portfolio of affluent clients and families across Scotland.
Many clients have:
- Significant investment portfolios
- Multiple trust arrangements
- Complex estate planning needs
- Intergenerational wealth considerations
- Sophisticated retirement and tax planning requirements
This Financial Adviser opportunity is focused on delivering holistic wealth management and maintaining exceptional client relationships, rather than cold business development.
Who We're Looking For
4-5+ years' experience as a Financial Adviser
CAS (Competent Adviser Status)
Ideally Chartered Financial Planner, or actively working towards Chartered status
Proven experience advising HNW and UHNW clients
Strong holistic wealth management experience
Experience with pensions, investments, trusts, inheritance tax and estate planning
A relationship-led Financial Adviser who enjoys looking after clients for the long term
Why Apply?
If you're a Financial Adviser who wants to focus on advice rather than prospecting, inherit a substantial client bank, work with wealthy families, and be supported by a first-class Paraplanning and Administration team, this is an exceptional opportunity.
FINANCIAL ADVISER, £120M CLIENT BANK PROVIDED - EDINBURGH - UP TO £100,000 + EXCELLENT BONUS employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
