Financial adviser - Edinburgh or Glasgow

Job Overview

An award-winning financial planning firm is looking for an experienced Financial Planner to join its team in either Edinburgh or Glasgow but can be based anywhere central Scotland.

This is an opportunity for a professional who enjoys working closely with clients to shape their financial future through tailored strategies and expert guidance. There is a full client base available, c150/200 clients of annual reviews in the mid-HNW space.

Role Focus

The role focuses on building lasting relationships and delivering advice that helps individuals and families achieve long-term security and growth. The successful candidate will combine technical knowledge with a consultative approach, ensuring every client receives a personalised plan that reflects their goals and aspirations.

What Makes This Role Unique

A client-first culture that values trust and transparency. The chance to work with a diverse portfolio, from retirement planning to wealth management. A supportive environment that encourages continuous learning and professional development.

Ideal Attributes

• Strong communication and relationship-building skills.
• Proven experience in financial planning or wealth management.
• Professional qualifications such as Diploma in Financial Planning (Chartered status desirable).
• Experience in the HNW space, ideally of IHT planning.
• Up-to-date regulatory knowledge and commitment to compliance.

Opportunity

This is an exciting time to be joining the team as they continue to grow and transition. A rare opportunity to acquire a client base with a realistic NB target and develop the base further, with an attractive salary, bonus structure available/OTE earnings along with full administrative and paraplanning support.

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