Financial Adviser - Employed - #2118363

Thornbury Recruitment Ltd


Date: 1 day ago
City: Edinburgh
Salary: £45,000 - £65,000 / year
Contract type: Full time
Work schedule: Full day
Thornbury Recruitment Ltd

Financial Adviser

Are you an ambitious Financial Adviser looking for the security of employed status while retaining the flexibility and autonomy to build long-term client relationships?

An exciting opportunity has arisen for experienced Financial Advisers to join a growing advisory business and offers the chance to inherit an established client bank!

You will focus on delivering high-quality financial planning and ongoing support to private clients, backed by a comprehensive infrastructure designed to help you succeed.

The Opportunity

  • Take over and develop an established adviser client portfolio
  • Deliver holistic financial planning and wealth management solutions
  • Build and maintain long-term client relationships
  • Benefit from extensive administration, paraplanning, compliance, operational and technical support
  • Enjoy a flexible working environment
  • Access ongoing training, mentoring and professional development

About You

To be considered, you will ideally have:

  • A minimum of 2 years' financial advisory experience
  • Competent Adviser Status (CAS)
  • A current Statement of Professional Standing (SPS)
  • Strong relationship management and client service skills
  • The ability to work independently and manage your own diary
  • A professional and compliant approach to financial advice
  • Excellent organisational and communication skills
  • A positive, forward-thinking attitude and desire to develop your career

What's on Offer?

  • Basic salary of up to £65,000
  • Plus bonus and benefits including pension, DIS, PMI

If you are looking for a role that combines the stability of employed status with the opportunity to develop and grow an existing client portfolio, we would love to hear from you.

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