Senior Financial Adviser - #2170095

My Edinburgh based client are currently hiring for a Senior Financial Adviser to join their team on a permanent basis. This role will be based around the central belt of Scotland and will involve some travel.

• Take responsibility for the growth of my client's current portfolio
• Work to retain the current client base through providing market leading advice
• Deliver financial planning advice throughout a number of products including investments, estates and tax planning.
• Manage and support clients through tax compliance and legislation
• Manage client relationships and chair client review meetings
• Manage regulatory compliance for FCA and other requirements
• Maintain accurate client records

Relevant experience

• The relevant candidate will be CISI Level 4 qualified
• Have a current SPS accreditation
• Have strong experience working in a Senior Financial Advisory role
• Have a wealth of client facing experience

This is an in office based role with travel around Scotland. For more information please apply directly.