Senior Financial Advisor

Senior 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