Private Wealth Financial Adviser (Independent)

Swiss Life Group; City of Edinburgh; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services provider in Edinburgh seeks an Independent Financial Adviser to deliver holistic financial advice and grow client relations. The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning, possess strong networking and client-focused skills, and thrive in a fast-paced environment. The role offers opportunities for professional growth and a variety of benefits, including competitive salary, generous annual leave, and a contributory pension scheme.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Funded exams and paid study leave

Cycle to work Scheme

Paid volunteering days

Employee Assistance Programme

Qualifications

• You must hold a Level 4 Diploma in Regulated Financial Planning.
• Experience in networking and business development is beneficial.
• Self-motivated, compassionate, and client-focused behaviors are critical.

Responsibilities

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

Skills

Business development

Networking

Presentation skills

Client-focused

Education

Level 4 Diploma in Regulated Financial Planning

Job description

A leading financial services provider in Edinburgh seeks an Independent Financial Adviser to deliver holistic financial advice and grow client relations. The ideal candidate will hold a Level 4 Diploma in Regulated Financial Planning, possess strong networking and client-focused skills, and thrive in a fast-paced environment. The role offers opportunities for professional growth and a variety of benefits, including competitive salary, generous annual leave, and a contributory pension scheme.