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Permanent

Independent Financial Advisor

Edinburgh
money-bag 70000.00-70000.00 Annual
3084565527
Posted 3 days ago

My client is a highly regarded, established and award winning wealth management organisation and due to growth and forward planning, they currently seek an experienced Financial Planner to join their Edinburgh office. The firm provides holistic financial planning and wealth management services to private clients and prides itself on a client-first culture, strong professional ethics and long-term relationship management. The successful candidate will join a collaborative advisory environment working alongside investment professionals and specialist teams to deliver tailored financial planning solutions. The role offers the opportunity to build and develop a high-quality client bank through professional introducer relationships, internal referrals and networking activity, while contributing to the continued growth and development of the financial planning proposition. The organisation places strong emphasis on professionalism, regulatory excellence and long-term client outcomes, supporting advisers in achieving Chartered status and maintaining the highest standards of FCA-regulated advice. CORE RESPONSIBILITIES Provide holistic financial planning and wealth management advice to private clients. Build and develop a client bank through introducer relationships including solicitors, accountants and other professional contacts. Work collaboratively with internal investment professionals to deliver integrated wealth management solutions. Maintain long-term relationships with cli

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