Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Prestonpans

Sort by: -
    • Minimum 10 years' experience as a regulated financial adviser in the UK.
    • This is an excellent opportunity for an experienced adviser to manage an established…
    • Good understanding of adviser needs and the financial services marketplace.
    • Resolve complex adviser queries collaboratively and contribute valuable adviser…
    • View all M&G plc jobs - Edinburgh jobs - Consultant jobs in Edinburgh
    • Salary Search: Account Relationship Consultant salaries in Edinburgh
    • See popular questions & answers about M&G plc
    • Demonstrate a clear understanding and application of the firm’s strategies and offerings to ensure suitability and alignment with clients’ long-term financial…
    • Provide holistic financial planning advice to clients;
    • Understand clients' long-term financial objectives;
    • As a Financial Planner, you will provide financial…
    • Firm grasp of financial markets and regulatory frameworks.
    • Relevant experience in financial services with an exposure to Wealth Management.
    • The successful candidate will be required to undergo standard financial and identity checks.
    • Strong analytical and numerical skills with the ability to analyse…
    • Strong technical knowledge of pensions, investments and financial planning.
    • Significant paraplanning experience within a financial planning or wealth management…
    • Strong understanding of mortality and morbidity risk factors, including financial underwriting.
    • Legal & General (L&G) is a leading UK financial services group…
    • Building financial models to help clients understand investment risks and expected returns.
    • You’ll need to be comfortable working with numbers and interested in…
    • Together, we help clients achieve financial security and peace of mind for the future.
    • Chase de Vere is a national, award-winning independent financial advice…
    • To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support…
    • Assist with accurate financial calculations, including Capital Gains Tax (CGT) and detailed cost comparisons, to support client recommendations and suitability…
    • Create fee estimations within Commpay and ensure the accurate and timely processing of initial and ongoing adviser fees.
    • Proactive and able to use initiative.
    • You will translate complex financial information into clear, meaningful advice, helping budget holders and senior stakeholders understand performance, manage…
    • The role of the Team Leader is to process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner while acting as…

Job Post Details

Senior Financial Adviser
Major Recruitment
·
3.2
Edinburgh
Permanent, Full-time
Apply now

Job details

Pay information not provided
Referral programme, Employee discount, Employee assistance programme, Company pension
Permanent, Full-time
Monday to Friday
Edinburgh

Full job description

Senior Financial Adviser

Location: Edinburgh & Dunfermline with regular client meetings across Lothians and Fife
Hours: Full-time - Monday to Friday

The Role
We are seeking an experienced Senior Financial Adviser to manage and develop an established portfolio of 100-150 private clients across Edinburgh, Fife and the surrounding areas.

You will provide holistic, cashflow-led financial planning and build long-term client relationships, working closely with paraplanners, administrators and in-house tax and accountancy teams to deliver a high-quality, joined-up service.

Key Responsibilities

  • Deliver comprehensive financial advice covering pensions, investments, retirement planning, protection, tax-efficient savings and estate planning.
  • Prepare and present lifetime cashflow models to support client decision-making.
  • Manage annual client reviews, maintaining strong relationships and maximising client retention and referrals.
  • Advise high-net-worth individuals, retirees and business owners on complex financial planning matters.
  • Ensure all advice meets FCA regulatory and compliance requirements.
  • Collaborate with tax advisers, accountants and paraplanners on client cases.
  • Support and mentor junior advisers and paraplanners.

Requirements

  • Minimum 10 years' experience as a regulated financial adviser in the UK.
  • Level 4 Diploma in Regulated Financial Planning (CII DipPFS) or CISI Level 4 Investment Advice Diploma.
  • Current Statement of Professional Standing (SPS).
  • Proven experience managing a client bank of 100+ households.
  • Strong technical knowledge of pensions, investments, tax planning, trusts and inheritance tax.
  • Experience using cashflow modelling tools and delivering ongoing client review services.
  • Good understanding of Scottish income tax and succession law.
  • Strong communication, relationship management and organisational skills.



Desirable: Chartered Financial Planner status or working towards it, with experience mentoring junior colleagues.

Benefits

  • Competitive salary.
  • Workplace pension and 3x life cover.
  • Paid professional fees and support towards further qualifications.
  • Employee Assistance Programme and wellbeing resources.
  • Access to employee discounts and referral bonus schemes.
  • Ongoing training, development and regular one-to-one reviews.



This is an excellent opportunity for an experienced adviser to manage an established client portfolio, deliver high-quality financial planning and contribute to the continued growth of a successful firm.

If this sounds like you or someone you know, contact us today for a confidential chat or apply now!

INDFS

Let Employers Find YouUpload Your Resume