Financial Advisor, Leith, OTE 50-100k

Join a Growing Team and Shape Your Future as a Financial Advisor!

Our client, a dynamic and expanding Independent Financial Advisor (IFA) firm based in Leith, Edinburgh, is looking for a qualified IFA to join their close-knit team. This opportunity offers a range of benefits designed to help you thrive.

Why Choose Our Client?

Advanced Technology & Paperless Systems: They embrace modern technology, including WRAP platform technology, to ensure you can provide compliant advice with ease. Their paperless office means more efficiency and less time spent on administrative tasks.
Holistic Support & Specialisation Opportunities: With pension and mortgage specialists on the team, they provide holistic financial advice. If you have a specialisation, they’re eager to support and promote it, helping you grow your business the way you envision.
Work-Life Balance & Remote Flexibility: Streamlined processes allow you to spend more time with clients and less time on paperwork. Plus, you’ll have the flexibility to work from the office or remotely, supported by a dedicated team.
Competitive Earnings & Growth Potential: Salary is negotiable but you should expect to earn around £50k – £100k OTE, based on your experience. Additionally, there’s the potential for an equity stake in the business, offering long-term growth and investment in your future.
Client Leads Provided: Our client will provide access to client leads and administrative support, so you can focus on what matters—helping your clients achieve their financial goals.

Your Role:

You will already be a qualified IFA with CAS status and, ideally, a client bank of your own, which with support you will want to increase in both amount and volume, which will lead to an increase in your income. You'll join a forward-thinking team where your ideas on business growth and client engagement are welcomed. Our client's aim is to give you all the tools and support you need to succeed.

If you're looking for a rewarding role with flexibility, cutting-edge technology, and the opportunity for long-term growth, APPLY NOW.

During your application you will be required to complete an on-line assessment, however the whole application process should take no longer than 15 minutes to complete.

Good luck!