Chartered Financial Advisor – Fast-Growing Wealth Firm
Salary: £65,000 – £100,000 (DOE) + Bonus + Benefits
Location: Glasgow or Edinburgh | Hybrid Working Available
A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Edinburgh/Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step — with the ability to bring an existing client base or introducer relationships.
What You’ll 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 We’re 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
What’s On Offer
- Basic salary of £65,000 – £100,000 + uncapped bonus
- Hybrid working and modern central Glasgow and 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
Contact Detail:
Heat Recruitment Recruiting Team