Financial Advisor
Experis - Edinburgh, Scotland
Apply NowJob Description
Financial AdviserLike the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Manchester or Edinburgh 45,000-60,000 DOE + performance incentivesFull-time - PermanentHybrid (3 days in office)A forwardthinking, techenabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part of a business that is redefining how clients engage with their financial future-combining digital innovation with highquality, humancentred advice.If you're motivated by delivering exceptional client outcomes, excited by modern ways of working, and keen to help shape the future of financial planning, this role offers a genuinely fresh challenge.The RoleYou will provide holistic, lifecentred financial advice to a diverse client base, supported by marketleading digital tools and a progressive advice framework. The position blends relationshipbuilding, strategic planning, and innovative thinking to deliver outstanding longterm value for clients.Key ResponsibilitiesDeliver personalised, goalsbased financial planning tailored to each client's life journey.Use digital platforms and tools to enhance engagement, efficiency, and service delivery.Challenge traditional industry approaches and contribute to new, modern advisory practices.Build and nurture strong client relationships, generating referrals and supporting business growth.Ensure all advice meets FCA regulatory standards while maintaining a clientfirst mindset.Engage and grow an existing client bank, helping individuals better understand and take control of their financial future.About YouLevel 4 Diploma in Financial Planning (or equivalent) required; Chartered status desirable.A modern, techpositive mindset with a passion for innovation.Strong relationshipbuilding skills and the ability to connect with a wide range of clients.Entrepreneurial, proactive, and excited by working within a highgrowth environment.Proven experience delivering highquality financial advice and strong client outcomes.What's on OfferCompetitive salary 45,000-60,000, dependent on experience.Performancebased incentives.A dynamic, flexible, and forwardthinking working environment.Access to advanced digital tools to enhance client engagement.Clear professional development pathways and career progression opportunities.Benefits8% employer pension contribution (4% employee).Life Assurance & Group Income Protection.Private Medical Insurance (Bupa).25 days annual leave + bank holidays.Staff discounts on investment products.Personal & Wellbeing Fund. xjdpvnf Retail discounts across major highstreet and online brands.Flexible benefits package to tailor to your lifestyle
Created: 2026-03-17