Job Description
Financial Adviser Opportunity – Established Client Bank Edinburgh
Ready to step into a warm client bank and focus on delivering great advice!
We’re working with a highly respected, long-established financial planning firm in Edinburgh that is looking to appoint a Financial Adviser to take over a well-maintained portfolio of loyal clients.
This is a rare opportunity to inherit relationships from day one, allowing you to focus on what you do best-building trust, delivering quality advice, and growing client wealth over time.
The Opportunity
- Take ownership of an established, recurring income client bank
- Deliver holistic advice across pensions, investments, protection, and retirement planning
- Work in a supportive, collaborative environment with full paraplanning & admin backing
- Develop existing relationships and uncover new opportunities within the portfolio
What We’re Looking For
- Level 4 Diploma qualified (minimum), ideally Level 6 Diploma qualified or working towards
- Experience as a Financial Adviser, comfortable managing your own clients
- Strong technical knowledge across pensions, investments & protection
- A relationship-led approach with a genuine passion for client outcomes
- Professional, compliant, and commercially aware
What’s in It for You?
- Competitive salary + lucrative bonus structure
- Quality client bank with strong recurring income
- Back-office, paraplanning & compliance support
- Strong internal culture focused on advice quality over sales pressure
- Long-term career development within a growing, forward-thinking firm
Why Consider This Role?
Opportunities to inherit a well-run client bank like this don’t come around often. If you’re looking to step away from heavy business development and into a role where you can truly focus on your clients, this could be the perfect next move.
Interested?
Submit your CV or contact Pauline Low at Reed to find out more or a confidential discussion.
