ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Focus Search and Selection
Edinburgh
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionMeraki Talent Limited
Edinburgh
Financial Planner Competitive SalaryPermanentEdinburgh Meraki Talent’s client is currently recruiting for a Financial Planner to join their established Edinburgh-based firm. They are looking for an experienced individual who is looking for the next step in their career. Responsibilities of the Financial Planner Build links with the clients’ o
Job Source: Meraki Talent LimitedPremier Jobs UK
York Place
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead gene
Job Source: Premier Jobs UKPremier Jobs UK Limited
Edinburgh
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead genera
Job Source: Premier Jobs UK LimitedIDEX Consulting Ltd
Edinburgh, Scotland, United Kingdom
IDEX Consulting is working in partnership with a Wealth Management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brought in high profile hires who have hit the ground ru
Job Source: IDEX Consulting LtdExchange Street Executive Search
Edinburgh
Outgrown your company? It happens. They've not done anything wrong. You've enjoyed your time there. But you're drifting along not really learning anything new... You'd like to test your technical skills. You'd like to work for an acquisitive business with ambitious plans (after all growth is a two way street). You'd like to progress. And you can.
Job Source: Exchange Street Executive SearchIDEX Consulting Ltd
Edinburgh
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Preparing valuations Processing new business and renewals Process fund switches As
Job Source: IDEX Consulting LtdReed
Edinburgh
Do you want to kickstart your career in financial services with a leading IFA firm in Edinburgh? Junior IFA Administration Opportunity – Training and Development Offered Are you a school leaver with good qualifications who is looking for a rewarding career in the financial sector? Do you have excellent communication, organisational, and IT skills?
Job Source: ReedEdinburgh
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. Also all leads are given, therefore the candidate is not expected to bring any clients at all!
In addition, this role is an uncapped earnings potential. Basic salary £25,000 OTE - £70,000/£80,000
The Independent Financial Adviser will carry out the following:
Attend regular meetings with the technical team and colleagues.
Expand the customer base through referrals and direct contact.
Complete all documentation required by the business.
Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
Ability to build / maintain strong customer relationships.
Professional approach.
Drive and determination to succeed.
Strong communication skills.
Working knowledge of computer systems.
IFA/Financial Planner jobs in Edinburgh
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.