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Financial Advisor

Job in Elgin, Moray county, IV30, Scotland, UK
Listing for: Castle View Personnel
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 57000 - 71000 GBP Yearly GBP 57000.00 71000.00 YEAR
Job Description & How to Apply Below

Title:
Financial Advisor

Type:
Permanent

Hours:
Full Time

Location:
Moray

Salary: £57,000 - £71,000

Details:

Our client is looking to appoint an experienced and qualified IFA to join their team based in Moray. In this employed role you will provide clients with expert guidance, researching the marketplace to recommend the most suitable financial products and services based on your client's needs and objectives and then help them put these plans into action.

Duties include:

  • Providing independent advice across the full range of financial planning to an existing client bank which includes high net worth clients with more complex advisory needs.
  • Meeting with clients to discuss their financial goals, assess requirements, analyse and provide recommendations on investments.
  • Research whole-of-market products to find the investment options for the client.
  • Present tailored financial plans that outline how clients can achieve their long-term goals.
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