Job Description Independent Financial Adviser – Edinburgh Established client bank on offer Competitive salary Performance and quality-related bonuses Life cover (4 x salary) Hybrid working High-quality new business leads Tempest Jones Consulting is delighted to be working with a long-established and highly successful firm of Independent Financial Planners in Edinburgh who specialise in the provision of holistic financial planning as they now embark on their search for an additional Financial Advisor. This is an exciting opportunity for an experienced Financial Advisor to join an accomplished business during a period of significant growth and expansion. Financial Adviser - Core Accountabilities The successful candidate will be responsible for providing advice across whole of market investments, pensions, IHT and protection, with a focus on private individuals. In addition to servicing existing clients, you will benefit from a steady flow of new opportunities via online enquiries, professional referrals, website leads and networking. You will conduct mainly face to face meetings with clients across Edinburgh and surrounding area, building rapport offering exceptional listening and empathy along with a warm and supportive approach to the delivery of your advice. You will have support from a highly skilled administration and paraplanning team, who will assist you and enable you to focus on client meetings and relationship management, so you are not 'bogged down' with back office paper work. Financial Adviser - The offering This role offers a competitive salary, attractive bonus potential and a comprehensive benefits package, together with ongoing professional development and full support to achieve Chartered status. Due to ongoing projects and business growth in both the short and long term, this role presents an exciting and unique opportunity for somebody seeking a long-term position within a progressive business. Financial Adviser - Essential criteria Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning role, ideally as Independent Financial Adviser. Strong communication skills and confidence in both face-to-face and telephone interactions. Financial Adviser - To apply com for further information or a confidential chat.
Independent Financial Adviser - Financial Planning in Edinburgh employer: Tempest Jones
Tempest Jones is an exceptional employer, offering a dynamic work environment where you can lead significant regeneration projects across the North East. With a strong focus on collaboration and professional growth, employees benefit from a long-term project pipeline and opportunities to influence major developments in key cities like Durham and Newcastle. Join a respected team that values leadership and accountability, ensuring your contributions are recognised and impactful.
