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Financial Adviser, chartered or close, Fife
Client:
Location:
Fife, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
857ce663b102
Job Views:
7
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
An award-winning Chartered Financial Adviser firm has a unique opportunity for a Chartered (or close to completing) Financial Adviser or Senior IFA to join their team in Fife. This is a truly rare opportunity to join a well-regarded practice with an outstanding reputation in the market, who pride themselves on client service and company ethics.
The vacancy is due to the growth of the firm via gradual expansion, succession planning, and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.
In this role, due to their approach to clients, you will be servicing, retaining, and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. While not a requirement for this position, they could also provide a safe home for any transferable business when restrictive covenants allow.
The right individual would be an adviser with several years of experience having worked with medium-high net worth clients - whether at a reputable IFA, investment manager, or other practice.
Ideally, the successful candidate will be Chartered or at least close to obtaining this status, having exams scheduled or recently passed.
In return, they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, admin/paraplanner support available, and a chance to be a part of their continued growth. A truly rare opportunity for a first-class financial adviser who is interested in a change.
Any enquiries will be treated in the absolute strictest of confidence and only taken further if of interest.
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