IFA – Edinburgh
Posted On: March 24, 2026
We’re working with a client on 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
What is on offer
📋 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
📈 Long-term opportunity – Join ahead of a planned acquisition — a genuinely stable platform with room to grow
What we are looking for:
A qualified IFA based in or around Edinburgh
Someone earlier in their career who is looking for longevity and a home to grow
Experience in trusts would be a real advantage
A client-first approach and the ability to build trusted, long-term relationships
