Private Wealth Financial Adviser – Grow with Chartered Status

Swiss Life Group; Brechin; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial advisory firm is seeking an Independent Financial Adviser in Brechin to provide holistic financial advice and enhance client relationships. Key responsibilities include delivering tailored financial solutions, developing new business opportunities, and preparing investment reports. The ideal candidate must have a Level 4 Diploma in Regulated Financial Planning and strong networking skills. This role offers competitive salary, annual bonus, and numerous benefits including flexible working options and training support.

Benefits

25 days annual leave (increases to 30 days with service)

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

Wide range of voluntary flexible benefits

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme

Access to free mortgage service

Qualifications

• The Level 4 Diploma in Regulated Financial Planning is essential.
• Experience in networking and business development is beneficial.
• Must possess strong client-focused behaviors.

Responsibilities

• Provide holistic financial advice to clients.
• Compile accurate investment reports.
• Identify and develop new business opportunities.

Skills

Networking

Presentation skills

Business development skills

Self-motivated

Client-focused

Education

Level 4 Diploma in Regulated Financial Planning

Job description

A leading financial advisory firm is seeking an Independent Financial Adviser in Brechin to provide holistic financial advice and enhance client relationships. Key responsibilities include delivering tailored financial solutions, developing new business opportunities, and preparing investment reports. The ideal candidate must have a Level 4 Diploma in Regulated Financial Planning and strong networking skills. This role offers competitive salary, annual bonus, and numerous benefits including flexible working options and training support.