Independent Financial Adviser in Fife

Independent Financial Adviser in Fife

Fife Full-Time No working from home possible
James Hair & Co

Job Description Please ensure you read the below overview and requirements for this employment opportunity completely. An outstanding opportunity has arisen for a financial adviser to join a highly respected accountancy and financial planning firm with offices in Fife. This is a rare chance to take ownership of an established client portfolio while playing a key role in driving the continued growth of the business. With a strong pipeline of existing clients, excellent internal support and the freedom to focus on delivering exceptional financial advice, the position offers the ideal platform for an ambitious adviser looking to take the next step in their career. You will be joining a well-established, highly regarded accountancy and financial planning practice with an excellent reputation across Scotland. The business is built around delivering genuinely independent, relationship-led advice to private individuals, families and business owners, helping clients achieve their long-term financial objectives through tailored wealth management, retirement planning, investment advice, pensions, protection and estate planning. With an experienced team of advisers and dedicated support staff, the firm has created a collaborative environment where high-quality advice is at the heart of everything they do. The Opportunity You will inherit an established portfolio of loyal clients, providing holistic independent financial advice across pensions, investments, protection and wider wealth management. Supported by a dedicated internal team, you will be able to focus your time on client meetings, delivering outstanding advice and developing new business opportunities through both internal and external referrals and your own network. This is an excellent opportunity for an adviser who enjoys building long-term relationships and wants to become part of a business that values professionalism, integrity and exceptional client outcomes. Key Responsibilities Manage and develop an established portfolio of existing clients. Deliver holistic independent financial advice. Conduct regular client reviews and build long-term financial planning strategies. Identify opportunities to grow assets under management through referrals and new business. Build strong relationships with clients and professional introducers. Work collaboratively with support staff to deliver an exceptional client experience. Maintain high technical and regulatory standards in line with FCA requirements. About You Level 4 Diploma qualified. Excellent communication skills and relationship management skills. The ability to act with integrity and honesty. xcunqrw What’s on offer Basic salary range between £50,000 to £70,000 Established client portfolio Company pension Long term career development opportunities.

Independent Financial Adviser in Fife employer: James Hair & Co

Join a highly respected accountancy and financial planning firm in Fife, where you will have the opportunity to manage an established client portfolio while contributing to the firm's growth. With a strong emphasis on collaboration and exceptional client service, this role offers a supportive environment for professional development and long-term career advancement. Enjoy a competitive salary, a company pension, and the chance to work with a dedicated team that values integrity and relationship-led advice.

James Hair & Co

Contact Details:

James Hair & Co Recruitment Team