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- 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
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Edinburgh/Glasgow - up to £100,000
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Showcase your entrepreneurial mindset by discussing any previous experiences where you successfully built or managed client relationships. This will demonstrate your ability to grow a client base, which is crucial for this role.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in the financial advisory space. Being knowledgeable about current market conditions and compliance requirements will help you stand out during interviews.
✨Tip Number 4
Prepare to discuss how you can contribute to long-term client outcomes. Think of specific examples from your past work that highlight your commitment to building trusted relationships with clients.
We think you need these skills to ace Financial Advisor - Edinburgh/Glasgow - up to £100,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Advisor. Emphasise your advisory track record, client relationships, and any entrepreneurial achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the firm's values. Mention how your existing client base or introducer relationships can benefit the company.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Chartered Financial Planner status (CII or equivalent). Include any additional certifications or training that demonstrate your commitment to professional development.
Showcase Your Client-Centric Approach: In your application, provide examples of how you have successfully built and maintained long-term client relationships. This will demonstrate your ability to focus on client outcomes, which is crucial for this role.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Advisory Experience
Be prepared to discuss your previous advisory roles in detail. Highlight specific examples of how you've built and maintained client relationships, as this is crucial for the role.
✨Demonstrate Your Entrepreneurial Mindset
Share instances where you've successfully grown a client base or introduced new business opportunities. This will show your potential employer that you have the commercial awareness they are looking for.
✨Understand the Firm's Values
Research the company's culture and values before the interview. Be ready to explain how your personal values align with theirs, especially regarding client outcomes and relationship building.
✨Prepare Questions for Them
Have insightful questions ready to ask about the firm's approach to client management and support. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.