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Permanent

Financial Advisor

Reed
Edinburgh
money-bag £60000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3129049858

Financial Adviser Opportunity - Established Client Bank EdinburghReady 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 OpportunityTake ownership of an established, recurring income client bankDeliver holistic advice across pensions, investments, protection, and retirement planningWork in a supportive, collaborative environment with full paraplanning and admin backingDevelop existing relationships and uncover new opportunities within the portfolioWhat We''re Looking ForLevel 4 Diploma qualified (minimum), ideally Level 6 Diploma qualified or working towardsExperience as a Financial Adviser, comfortable managing your own clientsStrong technical knowledge across pensions, investments and protectionA relationship-led approach with a genuine passion for client outcomesProfessional, compliant, and commercially awareWhat''s in It for You?Competitive salary + lucrative bonus structureQuality client bank with strong recurring incomeBack-office, paraplanning and compliance supportStrong internal culture focused on advice quality over sales pressureLong-term career development ..... full job details .....

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