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Independent Financial Adviser

Salary:
40,000 - 55,000
Location:
Edinburgh Technopole
Company:
CAPIO RECRUITMENT LIMITED

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Job Title: Independent Financial Adviser

Salary: £40,000 - £55,000 + Bonus

Location: Edinburgh

This is a superb opportunity to join a highly regarded, Chartered Financial Planning Firm that provide a tailored, client-centric service and are based out of Edinburgh. They are an established business that provide a full Financial Planning and Investment Management service and after another successful year, this firm are aiming to add another Chartered Professional to their Financial Planning team.

Due to a strong, well developed, active client bank and an increasing number of referrals, the business has continued to prosper in these uncertain times and is looking to bring in an experienced Financial Planner to oversee and develop a sizeable book of clients at the firm. There is full paraplanning and administrative support along with an uncapped bonus figure with trail income from the book counting towards your bonus target.

They pride themselves on their technical, professional service which is tailored to each client’s needs and this would suit someone who is used to providing complex financial advice across a range of products to some HNW clientele.

Required Experience

  • Level 4 Diploma in Financial planning and an ambition to continue studying towards Chartered Status.
  • Competent Advisor Status
  • Experience of providing a bespoke, holistic Financial Planning Advice to HWN clientele.
  • Strong understanding and technical knowledge, particularly around pensions and investments.
  • Ability to convert, develop and manage professional relationships
  • Working knowledge of Adviser Office (IRESS) would be advantageous
  • Excellent interpersonal skills - both written and verbal

How to Apply?

If you would like to be considered for this position, please hit the apply button below and attach a copy of a CV to have an informal chat with us regarding the role.

Apply for this job

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