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Independent Financial Adviser
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-15
Listing for:
AMG Search
Contract
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Our client has an exciting opportunity for an Independent Financial Adviser to join their team in Edinburgh.
There is a high-quality, existing client bank with an average portfolio of £350k, predominantly based in and around Edinburgh.
The role at a glance- Client households – c. 70
- Average portfolio -£350k
- Base salary – £75k–85k
- Ready‑made client book – c. 70 households inherited from a retiring adviser, all based in Edinburgh and the surrounding area
- Competitive salary and first year bonus – Salary in the region of £75k–£85k with a first year bonus based on business introduced
- Hybrid working – Office presence 2–3 days initially to build client relationships, with flexibility thereafter
- A qualified IFA based in or around Edinburgh
- Experience in trusts would be a real advantage
- Ideally Chartered ow working towards this
- A client‑first approach and the ability to build trusted, long‑term relationships
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