Financial Adviser

Job Title: Financial Adviser

Industry: Financial Planning

Location: Edinburgh

Salary: £50,000 - £60,000 + bonus

Job reference: 9943

Job Description:

Recruit UK are delighted to be working with one of the UK's leading and fastest-growing Financial Advice firms, offering a truly client-focused service built on their dual expertise in Financial Planning and Investment Management. With a highly developed proposition and a strong flow of clients, this is an exciting chance to join their growing Desk Based Advice team in Edinburgh.

If you're a confident and motivated Financial Planner who enjoys supporting clients and building long-term relationships, this role offers the platform, resources, and progression to take your advice career to the next level.

Duties will include:

• Providing financial reviews and advice to clients via telephone or video meetings.
• Contacting referred clients within agreed service levels to arrange and deliver reviews.
• Conducting suitability reviews to keep client portfolios aligned with their goals and circumstances.
• Delivering clear, compliant, and personalised advice to meet client needs.
• Preparing professional suitability reports and client communications.
• Keeping accurate and compliant client records on the firm's systems.
• Following all regulatory, compliance, and internal advice processes.

Benefits:

• Salary up to £60,000 plus excellent bonus structure.
• Clients provided - no need to bring a client bank.
• Hybrid working (3 days office / 2 days home).
• A structured career progression framework to support your development.
• Comprehensive training and ongoing CPD.
• Private medical insurance.
• Life assurance.
• Generous pension contributions.
• Holiday package with option to purchase additional days.
• Shared parental leave.
• A supportive, collaborative culture with national reach and local presence.

Skills and experience required:

• Level 4 Diploma in Financial Planning (essential).
• Experience as a Financial Adviser (desk-based experience not required).
• CAS status or close to achieving.
• Strong client management and relationship skills.
• Confident communicator, especially over the phone and video.
• Highly motivated, with a strong work ethic and a client-first mindset.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Financial Planner role in Edinburgh.