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Financial Advisor

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Quilter Financial Planning
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
Location: City of Edinburgh

Benefits

  • All leads are professionally introduced through a robust lead generation process
  • Attractive remuneration terms
  • Full paraplanning and admin support
  • Market focused training provided
  • Business and personal development
  • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
  • National coverage.
  • Many great opportunities for Advisers to really maximise your earning potential.
Role
  • Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
  • Prepare sound financial plans to ensure clients meet their targets
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build introducer relationships
  • Customise financial plans according to clients’ changing needs
  • Build strong relationships to retain existing clients
  • Maintain and update knowledge of regulations, practices, and financial products
About You
  • Proven experience as a financial planner
  • Ability to analyse financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Diploma in Financial Services
Qualifications
  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger

Location:

Edinburgh, Scotland, United Kingdom.

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