Financial Advisor

Financial Adviser Opportunity - Established Client Bank Edinburgh

Ready to step into a warm client bank and focus on delivering great advice!

We're working with a highly respected, long-established financial planning firm in Edinburgh that is looking to appoint a Financial Adviser to take over a well‑maintained portfolio of loyal clients.

This is a rare opportunity to inherit relationships from day one, allowing you to focus on what you do best—
building trust, delivering quality advice, and growing client wealth over time.

• Take ownership of an established, recurring income client bank
• Deliver holistic advice across pensions, investments, protection, and retirement planning
• Work in a supportive, collaborative environment with full paraplanning & admin backing
• Develop existing relationships and uncover new opportunities within the portfolio

• Level 4 Diploma qualified (minimum), ideally Level 6 Diploma qualified or working towards
• Experience as a Financial Adviser, comfortable managing your own clients
• Strong technical knowledge across pensions, investments & protection
• A relationship-led approach with a genuine passion for client outcomes
• Professional, compliant, and commercially aware

• Competitive salary +
  lucrative bonus structure
• Quality client bank with strong recurring income
• Back‑office, paraplanning & compliance support
• Strong internal culture focused on advice quality over sales pressure
• Long‑term career development within a growing, forward‑thinking firm

Opportunities to inherit a well‑run client bank like this don't come around often. If you're looking to step away from heavy business development and into a role where you can truly focus on your clients, this could be the perfect next move.

Submit your CV or contact Pauline Low at Reed to find out more or a confidential discussion.