An outstanding opportunity has arisen for a financial adviser to join a highly respected accountancy and financial planning firm with offices in Fife.

This is a rare chance to take ownership of an established client portfolio while playing a key role in driving the continued growth of the business. With a strong pipeline of existing clients, excellent internal support and the freedom to focus on delivering exceptional financial advice, the position offers the ideal platform for an ambitious adviser looking to take the next step in their career.

You will be joining a well-established, highly regarded accountancy and financial planning practice with an excellent reputation across Scotland. The business is built around delivering genuinely independent, relationship-led advice to private individuals, families and business owners, helping clients achieve their long-term financial objectives through tailored wealth management, retirement planning, investment advice, pensions, protection and estate planning. With an experienced team of advisers and dedicated support staff, the firm has created a collaborative environment where high-quality advice is at the heart of everything they do.

The Opportunity

You will inherit an established portfolio of loyal clients, providing holistic independent financial advice across pensions, investments, protection and wider wealth management.

Supported by a dedicated internal team, you will be able to focus your time on client meetings, delivering outstanding advice and developing new business opportunities through both internal and external referrals and your own network.

This is an excellent opportunity for an adviser who enjoys building long-term relationships and wants to become part of a business that values professionalism, integrity and exceptional client outcomes.

Key Responsibilities

- Manage and develop an established portfolio of existing clients.

- Deliver holistic independent financial advice.

- Conduct regular client reviews and build long-term financial planning strategies.

- Identify opportunities to grow assets under management through referrals and new business.

- Build strong relationships with clients and professional introducers.

- Work collaboratively with support staff to deliver an exceptional client experience.

- Maintain high technical and regulatory standards in line with FCA requirements.

About You

- Level 4 Diploma qualified.

- Excellent communication skills and relationship management skills.

- The ability to act with integrity and honesty.

What’s on offer

- Basic salary range between £50,000 to £70,000

- Established client portfolio

- Company pension

- Long term career development opportunities.

1 James Hair Co jobs in Scotland