Chartered IFA – Established Client Bank Provided - Edinburgh - up to £90,000 +Excellent Bonus Scheme - #2174025

I'm working with a well-established financial planning business that is looking to recruit a Chartered Financial Adviser to join its team in Edinburgh.

This is an excellent opportunity for an experienced Adviser to inherit an established client bank, providing an immediate client base to work with and the opportunity to build on existing relationships.

The business offers a competitive salary alongside a structured bonus scheme designed to reward both advice income and ongoing client relationships. For the right individual, this could be an attractive move into a role with an established client portfolio and significant earning potential.

The Opportunity

You'll take responsibility for an existing portfolio of clients, maintaining strong relationships and delivering high-quality financial advice tailored to their needs.

The role would suit a Chartered Financial Adviser with at least 3–5 years' experience who is confident managing client relationships, delivering holistic financial planning and developing opportunities within an existing book.

Key details include:

• Inheriting an established client bank
• Managing and developing long-standing client relationships
• Providing high-quality financial planning and ongoing advice
• Identifying opportunities to deliver further value to existing clients
• Generating additional business through client relationships and self-generated opportunities

Salary & Benefits

• Salary up to £90,000
• Excellent bonus structure
• Comprehensive list of benefits

About You

You'll be an established Chartered Financial Adviser with a minimum of 3–5 years' experience in financial planning and a strong track record of building trusted client relationships.

You'll be confident managing an existing client portfolio, identifying planning opportunities and delivering a high standard of advice. A proactive, commercially minded approach will be important, alongside the ability to develop client relationships and generate additional business over time.

Interested?

If you're a Financial Adviser considering your next move and would welcome the opportunity to take over an established client bank while benefiting from a competitive salary and performance-related bonus structure, please do send your CV across to Harry at Financial Divisions