Senior Financial Adviser
Be-Resourcing · Edinburgh, Scotland
Senior Financial Adviser at Be-Resourcing, based in Edinburgh, Scotland. This is a permanent role.
- Salary
- Competitive
- Location
- Edinburgh, Scotland
- Contract
- Permanent
- Posted
- 1 day ago
- Closes
- 3 Nov 2026
- Sector
- Finance & Accounting
Reference 208
About the role
My Edinburgh based client are currently hiring for a Senior Financial Adviser to join their team on a permanent basis. This role will be based around the central belt of Scotland and will involve some travel.
Key responsibilities
- Take responsibility for the growth of my client's current portfolio
- Work to retain the current client base through providing market leading advice
- Deliver financial planning advice throughout a number of products including investments, estates and tax planning.
- Manage and support clients through tax compliance and legislation
- Manage client relationships and chair client review meetings
- Manage regulatory compliance for FCA and other requirements
- Maintain accurate client records
Relevant experience
- The relevant candidate will be CISI Level 4 qualified
- Have a current SPS accreditation
- Have strong experience working in a Senior Financial Advisory role
- Have a wealth of client facing experience
This is an in office based role with travel around Scotland. For more information please apply directly.
Reference: 208 · Posted 1 day ago · Closes 3 Nov 2026 · Listed via Be-Resourcing
Apply for this job
This role is listed via Be-Resourcing. Applications are handled on the employer's site.
Apply on employer siteOpens the employer's website in a new tab.
Safe applying: a genuine employer will never ask you to pay for a DBS check, training or equipment, or move you onto WhatsApp before you are hired. If this listing does, report it and do not pay anything.