Full job descriptionSenior Financial Adviser
Fife | Established Client Bank | Chartered or Near-Chartered Advisers Welcome
An exciting opportunity has arisen for an experienced Senior Financial Adviser to join a growing, client-focused wealth management firm. You’ll inherit an established client bank of 100+ clients and provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning.
The Role
*Manage and develop an established portfolio of private clients.
*Deliver cashflow-led financial planning and ongoing review services.
*Build long-term client relationships and identify growth opportunities.
*Collaborate with paraplanners, administrators and technical specialists.
*Ensure advice is delivered in line with FCA regulations and Consumer Duty requirements.
*Mentor and support junior team members.
About You
*Minimum 5 years’ experience as a regulated Financial Adviser.
*Level 4 Diploma and current SPS essential.
*Chartered status or working towards Chartered preferred.
*Strong technical knowledge across pensions, investments, protection and estate planning.
*Proven track record in client retention and business growth.
*Excellent relationship-building and communication skills.
Benefits
*Competitive salary and benefits package.
*Established client bank.
*Pension and life cover.
*Professional fees paid.
*Study support towards Chartered/CFP status.
*Ongoing training and career development.
*Employee wellbeing and discount schemes.
Looking for a role where you can focus on delivering high-quality advice while developing long-term client relationships? We’d love to hear from you.
For a confidential chat, please reach out to Pauline Low at Reed on