INDEPENDENT FINANCIAL ADVISER Edinburgh

Job Description

Our client has an exciting opportunity for an Independent Financial Adviser to join their team in Edinburgh.

There is a high-quality, existing client bank with an average portfolio of £350k, predominantly based in and around Edinburgh.

The role at a glance

• Client households – c. 70
• Average portfolio – £350k
• Base salary – £75k-85k

What is on offer

• Ready made client book – c.70 households inherited from a retiring adviser, all based in Edinburgh and the surrounding area
• Competitive salary and first year bonus – Salary 75k-85k with first year bonus based on business introduced
• Hybrid working – Office presence 2-3 days initially to build client relationships, with flexibility thereafter

What we are looking for:

• A qualified IFA based in or around Edinburgh
• Experience in trusts would be a real advantage
• Ideally Chartered ow working towards this
• A client-first approach and the ability to build trusted, long-term relationships