IFA - Edinburgh

Basic to £70,000 - Financial Advice
Ref: 244 Date Posted: Thursday 20 Jun 2019
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Job title:       IFA

Location:      Edinburgh

Salary:         up to £70,000

My client, a growing and successful business with strong support infrastructures in place is looking to expand their advisory team. Their Head Office is centrally located in Edinburgh. They are one of Scotland’s largest privately owned advisory practices. 

They are fully fee based and if you are looking for flexibility with regard to investment approach then this opportunity will provide you with just that as opposed to the confines of a regimented, and sometime inflexible investment process. You will have access to dedicated and high quality pre and post-sales support in addition to compliance.

There is a strong collegiate culture within the company and both staff and clients are very well looked after, with the company running numerous client events across the year along with ones for you too.

Role

You will provide holistic financial advice to a dedicated client bank covering the following advice areas:-savings, investments, protection, pre-retirement and at retirement

You

You will be an entrepreneurial Financial Adviser or an IFA

Evidence of a successful track record in the delivery of advice

Ability to build client relationships and client banks

Diploma qualified and SPS

Manage your own diary, working flexibly from home if you are not in Edinburgh

In addition to the basic salary and bonus structure there is also an exit strategy in place.

For further information please call David on 0797 999 6365, or email david@keillar.com

#edinburgh #ifa #financialadvice #atretirement