Average Financial Adviser salary in Edinburgh

Financial Adviser Are you an experienced Financial Adviser seeking an employed job with great leads? Are you looking for an exciting opportunity has arisen to join a national wealth management firm with a fantastic reputation across the market? Employed Finanical Adviser required to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. Key Responsibilities: Assessing individual clients’ financial circumstances, current provisions, and future goals.Manage and nurture an existing portfolio of clients, providing personalised financial advice and solutions.Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations.Develop and implement comprehensive financial plans tailored to meet clients' needs.Foster strong client relationships through regular communication and proactive financial guidance.Stay updated on market trends, investment opportunities, and financial regulations to provide informed advice. Required: Level 4 qualified - Diploma in Financial Planning/Regulated Financial PlanningGenuine desire to provide a high standard of advice and service to clientsYou are engaging and can connect with a wide array of audiencesDetailed knowledge of Investments, tax planning and Defined Contribution pensions. If you are a talented and passionate Adviser who puts the clients’ needs at the heart of everything you do, and are committed to exceeding expectations and delivering great customer outcomes, then this is the role for you! To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Employed Financial Adviser - EdinburghCompetitive Salary + Quarterly Bonus + Long-Term Incentives Are you an experienced Financial Adviser looking for a high-quality client book and long-term career growth? Our client is a well-established and highly respected independent financial advice business with a strong national presence and a trusted brand in the market. As part of their succession planning strategy, they are seeking an employed Financial Adviser to take over an existing client book generating in excess of £250K in ongoing fees. What’s on Offer? Competitive basic salaryLucrative quarterly bonus schemeLong-term business generation incentivesFully supported client transition with an existing book of businessFlexible working arrangements The Role: Manage and develop an inherited portfolio of high-value clientsProvide holistic financial planning, ensuring excellent client outcomesWork closely with internal teams to deliver a seamless serviceIdentify new opportunities to grow the client base and business revenue About You: Level 4 Diploma qualified (Chartered status or working towards is an advantage)Proven track record as a Financial Adviser in an independent or wealth management settingStrong relationship management and client retention skillsAbility to identify and develop new business opportunities This is a fantastic opportunity for an ambitious adviser looking to inherit a high-quality client bank while benefiting from a strong brand, market-leading support, and an attractive remuneration structure. If you’re interested in learning more, apply now or contact us for a confidential discussion.

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office.You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner.You will work with the senior leadership team to help shape the office and be part of major decisions.You will be able to manage an existing book of clients while also developing further business alongside professional connections.You will act as a mentor to the less experienced members of the team and assist with their ongoing development.There is a client bank of 70 clients to inherit with a recurring revenue in the region of £240kYou will be supported by a team of excellent administrators and paraplannersResponsibilitiesIn addition to senior responsibilities such as working with the management team as an adviser your role typically would be to: contact clients and set up meetings, either within an office environment or in clients' homes or business premisesconduct in-depth reviews of clients' financial circumstances, current provision and future aimsanalyse information and prepare plans best suited to individual clients' requirementscomplete risk analysesresearch the marketplace and provide clients with information on new and existing products and servicesdesign financial strategiesassist clients to make informed decisionsresearch information from various sources, including providers of financial productsreview and respond to clients changing needs and financial circumstancespromote and sell financial products to meet given or negotiated sales targetsnegotiate with product suppliers for the best possible ratesliaise with head office and financial services providerskeep up to date with financial products and legislationcontact clients with news of new financial products or changes to legislation that may affect their savings and investmentsmeet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits and flexibility. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.