At a Glance
- Tasks: Provide personalized financial advice and build strong client relationships.
- Company: Join an award-winning recruitment agency with a focus on professional growth.
- Benefits: Enjoy a competitive salary, bonuses, and flexible benefits tailored to your needs.
- Why this job: Great opportunity for career progression in a supportive and engaging environment.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 2+ years of experience.
- Other info: Hybrid working model with opportunities for charitable events and social activities.
Financial Adviser / Wealth Manager / Financial Planner Location: Edinburgh Salary: £50K to £70K per annum (DOE) + Bonuses Full-time, Monday to Friday Hybrid working Are you an experienced financial adviser seeking a role with greater opportunities? We’re looking for talented and experienced advisers to join our advisory team in Edinburgh. This full-time, permanent, hybrid position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice. About the Role Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives. Your responsibilities will include: Offering technical and investment advice on a range of wealth management needs Building and maintaining strong, long-term client relationships Conveying information in a way that’s easy for clients to understand Staying informed on current affairs that may impact clients Clearly explaining the advantages and disadvantages of recommended products and services Conducting research and data analysis for client planning and special projects Keeping up-to-date with relevant regulations and legislation Complying with Financial Conduct Authority (FCA) guidelines and compliance procedures Handling client matters openly, honestly, and with integrity Role Requirements Successful applicants will: Hold a Level 4 Diploma in Financial Planning Have at least 2 years of experience as a Financial Adviser Possess a strong knowledge of pensions and wealth management solutions Demonstrate the ability to research, analyse, and interpret complex financial information Have exceptional communication and negotiation skills Communicate complex information clearly, both in writing and verbally Benefits In addition to career progression, professional development, and a welcoming work environment, you will have the chance to engage in charitable events and social activities. Your benefits package includes: A competitive salary and bonus scheme, based on experience Group Pension Life Assurance Income Protection Health Cash Plan Our flexible benefits scheme allows you to select options that best suit your needs. This is an excellent opportunity for financial advisers eager to grow their careers with significant progression potential. Next Steps: Apply to this Job Title role through this advert. If you would like more information about this role, please contact our Professional Services team on (phone number removed). If successful, you will need to digitally register with our agency (if you haven’t already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable. About Regional Recruitment Services This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website ((url removed))
Experienced Financial Adviser / Wealth Manager / Financial Planner - Edinburgh employer: Regional Recruitment Services
Contact Detail:
Regional Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Adviser / Wealth Manager / Financial Planner - Edinburgh
✨Tip Number 1
Make sure to highlight your Level 4 Diploma in Financial Planning during your conversations. This qualification is essential for the role and demonstrates your commitment to the profession.
✨Tip Number 2
Prepare to discuss your experience with pensions and wealth management solutions in detail. Be ready to share specific examples of how you've successfully managed client portfolios in the past.
✨Tip Number 3
Stay updated on current financial regulations and market trends. Being knowledgeable about recent changes can set you apart and show that you're proactive in your field.
✨Tip Number 4
Practice explaining complex financial concepts in simple terms. This skill is crucial for building strong client relationships and will be a key focus during your interviews.
We think you need these skills to ace Experienced Financial Adviser / Wealth Manager / Financial Planner - Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your Level 4 Diploma in Financial Planning and any relevant achievements. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to build long-term client relationships. Mention specific examples of how you've provided personalized advice and supported clients in achieving their financial goals.
Demonstrate Your Knowledge: In your application, emphasize your understanding of pensions and wealth management solutions. You might want to include recent trends or regulations that impact the industry to show that you stay informed and proactive.
Highlight Communication Skills: Since exceptional communication is key for this role, provide examples of how you've effectively conveyed complex financial information to clients in an understandable way. This could be through previous roles or specific projects you've worked on.
How to prepare for a job interview at Regional Recruitment Services
✨Showcase Your Expertise
Be prepared to discuss your Level 4 Diploma in Financial Planning and how your experience aligns with the role. Highlight specific examples of how you've provided holistic financial planning services in the past.
✨Demonstrate Strong Communication Skills
Since exceptional communication is key, practice explaining complex financial concepts in simple terms. This will show that you can convey information clearly to clients, which is crucial for building strong relationships.
✨Stay Informed on Current Affairs
Research recent developments in the financial sector that could impact wealth management. Being knowledgeable about current affairs will demonstrate your commitment to providing informed advice to clients.
✨Prepare for Compliance Questions
Familiarize yourself with the Financial Conduct Authority (FCA) guidelines and compliance procedures. Be ready to discuss how you ensure adherence to these regulations in your advisory practice.