At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and grow your client portfolio.
- Company: Join a fast-growing wealth management firm focused on client success and support.
- Benefits: Enjoy hybrid working, uncapped bonuses, private medical, and comprehensive wellbeing resources.
- Other info: Work in modern offices in Glasgow or Edinburgh with a values-led culture.
- Why this job: Be part of a supportive team with opportunities for professional growth and leadership.
- Qualifications: Must be a Chartered Financial Planner with a strong advisory track record.
The predicted salary is between 52000 - 78000 £ per year.
Chartered Financial Advisor - Fast-Growing Wealth Firm
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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
Financial Advisor - Edinburgh/Glasgow - up to £100,000 employer: Heat Recruitment
Join a rapidly expanding wealth management firm that prioritises client relationships and employee growth. With a competitive salary of up to £100,000, hybrid working options, and a supportive team environment, this role offers comprehensive benefits including private medical care and ongoing professional development. Experience a values-led culture in the vibrant cities of Edinburgh or Glasgow, where your entrepreneurial spirit can thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor - Edinburgh/Glasgow - up to £100,000
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Heat Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor - Edinburgh/Glasgow - up to £100,000
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Heat Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Heat Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Heat Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Heat Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Heat Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Heat Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
