Financial Advisor

Financial Advisor

Dunfermline Full-Time 52000 - 78000 Β£ / year (est.) Home office (partial)
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Heat Recruitment

Job Description

Chartered Financial Advisor – Edinburgh/Glasgow – up to Β£100,000+bonus

Salary: Β£65,000 – Β£100,000 (DOE) + Bonus + Benefits
Location: Glasgow | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experiencedChartered Financial Advisorto join its Glasgow/Edinburgh office. This is a standout opportunity for an ambitious professional ready to take the next step with the ability tobring an existing client base or introducer relationships.

What Youll Do

  • Provide bespoke, FCA-compliant financial advice to HNW clients

  • Transition and grow your client portfolio within a supportive, well-resourced team

  • Collaborate with in-house investment specialists and paraplanners

  • Focus on long-term client outcomes and trusted relationships

What Were Looking For

  • Chartered Financial Planner (CII or equivalent)

  • Strong advisory track record with loyal client relationships

  • Entrepreneurial mindset and commercial awareness

  • Ability to bring or build a client bank within a reputable brand

Whats On Offer

  • Basic salary ofΒ£65,000 – Β£100,000+ uncapped bonus

  • Hybrid working and modern central Glasgow and central Edinburgh office

  • Full paraplanning and admin support

  • Comprehensive benefits: private medical, pension, wellbeing resources

  • Ongoing professional development and leadership pathways

  • Inclusive, flexible, and values-led working culture

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Heat Recruitment

Contact Detail:

Heat Recruitment Recruiting Team

Financial Advisor
Heat Recruitment
Location: Dunfermline
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