Financial Advisor - #2196652

Financial Adviser

Edinburgh | £90,000 - £110,000 Basic + Bonus + Exceptional Benefits

Ref: LW/24191

Are you an experienced Financial Adviser with a proven track record of advising high-net-worth and ultra-high-net-worth clients?

Would you like to work with one of Scotland's most prestigious wealth management businesses, advising sophisticated private clients with complex financial planning needs whilst being supported by an exceptional infrastructure and highly respected team?

We are delighted to be partnering with a leading wealth management firm in Edinburgh that has built an enviable reputation for delivering tailored financial planning and investment advice to successful professionals, business owners, entrepreneurs, senior executives, and multi-generational families across Scotland.

Due to continued growth and increasing client demand, they are seeking an additional Financial Adviser to join their established and highly successful team.

Why This Opportunity Stands Out

This is an opportunity to join a prestigious firm where advisers are trusted to provide holistic, relationship-led financial planning to an established client base.

You will benefit from:

Access to an affluent and sophisticated client base

High-net-worth and ultra-high-net-worth clients

Established referral channels and strong brand reputation

Outstanding paraplanning and administrative support

Highly collaborative and professional culture

Long-term career progression opportunities

Hybrid and flexible working

Genuine focus on advice quality rather than new business targets

Excellent staff retention and supportive leadership team

The Role

You will work closely with a portfolio of affluent and HNW clients, providing bespoke financial planning advice across a broad range of areas, including:

• Investment Planning
• Retirement Planning
• Pension Advice
• Estate & Inheritance Tax Planning
• Protection Planning
• Intergenerational Wealth Transfer
• Trust & Tax-Efficient Planning
• Business Exit & Succession Planning

Clients are typically successful professionals, business owners, entrepreneurs and families with significant assets requiring sophisticated financial advice and long-term planning strategies.

This role would particularly suit an adviser who enjoys developing meaningful client relationships and delivering comprehensive financial planning rather than transactional advice.

The Ideal Candidate

Level 4 Diploma Qualified (minimum)

Chartered Financial Planner status or working towards Chartered would be highly advantageous

Proven experience advising affluent, HNW or UHNW clients

Strong technical knowledge across pensions, investments and tax planning

Excellent relationship-building and communication skills

Experience working within a reputable wealth management firm, private bank, family office or financial planning practice

Professional, consultative and client-focused approach

Existing knowledge of the Edinburgh and wider Scottish wealth management market would be highly beneficial

Why You'll Be Interested

Few opportunities in the Edinburgh market offer access to this calibre of client alongside such a strong support structure.

The successful adviser will join a respected business that has developed long-standing relationships with many of Scotland's most successful individuals and families. Advisers are encouraged to focus on delivering exceptional client outcomes, supported by experienced paraplanners, technical specialists and administrative teams.

This is an environment that values professionalism, integrity and relationship management above sales targets, making it an ideal opportunity for an adviser seeking a long-term career move within a prestigious and growing organisation.

Package

• £90,000 - £110,000 Basic Salary
• Attractive Annual Bonus
• Comprehensive Benefits Package
• Hybrid Working
• Full Paraplanning & Administration Support
• Established Client Relationships
• Ongoing Referral Opportunities
• Excellent Long-Term Career Prospects
• Prestigious Brand and Client Base

Interested?

For a confidential discussion, please contact:

Laura Warburton

Partner | Financial Divisions LLP

07754 333 988

[email protected]

• Applications are particularly welcomed from advisers who have experience working with sophisticated HNW and UHNW clients within Edinburgh, Scotland's Central Belt, private banking, family office or leading wealth management environments.