Are you a Financial Adviser who loves looking after clients but is tired of constantly chasing new business?
This could be the opportunity you've been waiting for.
I am working with a highly respected wealth management firm in Edinburgh that is seeking an experienced Financial Adviser to take over an established client bank of £120m+ AUM.
This Financial Adviser role is ideal for someone who enjoys building long-term relationships with High-Net-Worth and Ultra-High-Net-Worth clients, providing holistic advice and becoming a trusted adviser to wealthy families.
Unlike many Financial Adviser opportunities, new business isn't the challenge here. The firm benefits from an exceptional network of local accountants, solicitors and professional introducers, providing a consistent flow of high-quality referrals.
What's on Offer?
Salary up to £100,000
Highly competitive bonus structure
Existing client bank of £120m+ AUM
Full Paraplanning and Administration support
High quality referrals from accountants and solicitors
Hybrid and flexible working
HNW and UHNW client base
Excellent long-term career prospects
Established and highly respected wealth management firm
The Role
As a Financial Adviser, you will inherit and manage a portfolio of affluent clients and families across Scotland.
Significant investment portfolios
Multiple trust arrangements
Complex estate planning needs
Intergenerational wealth considerations
Sophisticated retirement and tax planning requirements
This Financial Adviser opportunity is focused on delivering holistic wealth management and maintaining exceptional client relationships, rather than cold business development.
Who We're Looking For
4-5+ years' experience as a Financial Adviser
CAS (Competent Adviser Status)
Ideally Chartered Financial Planner, or actively working towards Chartered status
Proven experience advising HNW and UHNW clients
Strong holistic wealth management experience
Experience with pensions, investments, trusts, inheritance tax and estate planning
A relationship-led Financial Adviser who enjoys looking after clients for the long term
Why Apply?
If you're a Financial Adviser who wants to focus on advice rather than prospecting, inherit a substantial client bank, work with wealthy families, and be supported by a first-class Paraplanning and Administration team, this is an exceptional opportunity.
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