— New opportunity

IFA – Edinburgh

📍 Edinburgh, EH1, Scotland, United Kingdom 💼 Permanent 💷 £70,000 - £85,000
ideally
Chartered
or working towards
Client Households
60-70
Inherited from a retiring Adviser
Average Portfolio
£350k
Predominantly Edinburgh based

Website AMG Search

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

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

 

What we are looking for:

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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    Role details

    📍
    Location Edinburgh, EH1, Scotland, United Kingdom
    💷
    Salary £70,000 - £85,000
    💼
    Type Permanent, Full Time

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