Financial Adviser

Job Description:

We are working with a well-established financial services firm to appoint a Financial Adviser to join a centralised advice function. This is a hybrid role offering flexibility alongside the opportunity to deliver high-quality, compliant financial advice to a broad client base.

The successful candidate will provide tailored financial planning solutions, build long-term client relationships and play an integral role in supporting clients to achieve their financial objectives across investments, pensions, protection and estate planning.

Essential Skills/Experience:

Level 4 Financial Advice qualification (CII or LIBF minimum).

Current Competent Adviser Status (CAS) and valid Statement of Professional Standing (SPS).

Previous experience in a Financial Adviser or similar regulated advisory role preferred.

Strong communication and relationship-building skills.

High levels of professionalism, integrity and attention to detail.

Strong organisational skills with the ability to manage workload independently within a team environment.

Core Responsibilities:

Conduct detailed client consultations to understand financial goals, circumstances and priorities.

Deliver personalised financial advice and develop comprehensive financial plans aligned to client needs.

Maintain ongoing client relationships, providing regular reviews and proactive advice.

Monitor market developments and ensure advice remains current and appropriate.

Ensure all advice and client activity meets regulatory requirements and internal policies.

Maintain accurate client records and prepare clear, professional reports.

Support business growth through client referrals and new business opportunities.

Benefits:

A highly competitive salary

Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16370)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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