The Opportunity
We are recruiting an Independent Financial Adviser to support clients across Dundee and the surrounding area, with flexibility to work from home and access office space if preferred.
This is an opportunity to join a progressive, financial planning led business with a strong client first culture, robust back office support, and a platform that makes advice efficient and scalable.
You will build long-term relationships, understand each client’s goals, and deliver clear, compliant strategies that help clients move toward financial independence.
About the firm
You will join an established independent financial planning-led wealth management business, operating nationwide with strong governance, support functions and a genuine focus on doing the right thing for clients.
As an Independent Financial Adviser, you will:
*Follow a structured advice process to build lasting client relationships and deliver excellent outcomes.
*Review and respond to clients’ changing needs, keeping clients and professional introducers informed about relevant product and legislative changes.
*Acquire and develop new business through personal business planning, referrals and a firm-wide lead generation programme.
*Maximise marketing opportunities, including networking, introducer relationships and professional visibility across social media.
*Conduct in-depth fact-finds and reviews, research solutions and prepare suitability and financial planning reports across all key advice areas.
*Deliver accurate management information and maintain high standards of record keeping and compliance.
About you
You will hold the Diploma in Regulated Financial Planning (or equivalent) and be able to maintain FCA fitness and propriety standards.
As an Independent Financial Adviser, you will bring a client centric mindset, strong interpersonal skills, and the confidence to win and retain business through professional networking and business development.
You are comfortable using technology to enhance client communication (including virtual meetings) and to run an efficient advice process.
Earnings
Salary: £55,000 to £75,000 (dependent on experience), with an attractive proposition.
Supportive commercial environment with clear routes to grow recurring revenue and long-term value.
Benefits & Progression
*End to end in house client journey and back office support, including administration and paraplanning.
*A client first proposition, trusted brand reputation and an ongoing learning and development culture.
*Consultative marketing support and access to modern adviser technology
*Support to build your client base and future value, with an established practice buy out style exit option.
How to apply
If you are ready to take the next step and want to apply for this Independent Financial Adviser position, click apply and send your CV for a confidential review.
Applications are reviewed on a rolling basis.