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Independent Financial Advisor
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Financial Planner – Edinburgh, Scotland
£70,000 – £120,000 DOE + OTE | Plus share ownership | Full-time
We're looking for an experienced financial adviser to join a growing planning business in Scotland, someone who's already good at this, who's built strong client relationships or, is developing a strong network, and who's ready for their next move to actually feel like progress.
If you've hit a ceiling where you are. If too much of your week disappears into admin instead of client conversations. If you're just not sure the business you're in is heading the same direction you are this might be worth a conversation.
About the role
You'll take on a client bank to build from including a foundation of established clients and grow it through your own network, referrals and introducers, alongside new business you bring in yourself. This isn't just transactional advice. The business's approach starts with a simple question for every client: what does a good life actually look like for them? From there you'll build a genuine, long-term plan around their goals, not just their tax year and stay alongside them as their circumstances change over the years.
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You'll be backed by in-house paraplanning and compliance, so the technical legwork and admin doesn't land on your desk, and specialist support (investment management, mortgage and protection advice) already sits within the wider group when your clients need it. That means more of your week is actually spent advising, not chasing paperwork.
What you'll need
- Level 4 Diploma in financial planning (or equivalent)
- Chartered status, or working towards it, is welcomed
- A track record of winning and retaining clients, and delivering advice clients actually value
- Existing professional connections, or a genuine ability to build them through networking and referrals
- Someone who wants to be part of a growing business, not just clock in for a salary
What's in it for you
- A secure, benchmarked base salary while you establish your book, no lowballing
- A generous ongoing share of the advice fees you generate
- New-business reward that scales with your success, realistic on-target earnings
- Access to the group's shared ownership scheme, a genuine stake in the business, so you benefit as it grows, not just from your monthly pay
- Funded progression toward Chartered status and ongoing professional development
- A clear path from adviser through to regional leadership, if that's the direction you want to go
- Full in-house paraplanning and compliance support as standard, across the board
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About the business
This is a financial planning group with real scale behind it, backed by serious institutional investment, with ambitions to become one of the UK's top three financial planning businesses. But it's still run with the feel of a local, relationship-led business rather than a corporate machine. You'd be joining people who've built and run their own successful practices before, not career administrators who understand what it actually takes to win and keep client trust.
Hiring here isn't high-volume. Every appointment is made deliberately, matching the right adviser to the right team, not just filling a seat. If that's how you'd want to be hired, we'd like to hear from you.
All enquiries handled in strict confidence.
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