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Financial Adviser — Inherit Recurring Client Bank

Job in Perth, Perth and Kinross, PH1, Scotland, UK
Listing for: Reed
Full Time position
Listed on 2026-07-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Sales
Job Description & How to Apply Below
Position: Financial Adviser — Inherit a Recurring Client Bank

Reed, in partnership with a long-established Edinburgh financial planning firm, invites a Financial Adviser to take over a well-maintained client bank and deliver holistic advice across pensions, investments, protection, and retirement planning.

You will build trust with clients, grow wealth over time, and work in a supportive environment with back-office, paraplanning and compliance backing. Level 4 Diploma minimum;
Level 6 preferred.

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