Why we are recruiting

McCrea Financial Services is one of Scotland's leading Independent Financial Advisers, who help individuals and businesses across the United Kingdom build a better, sustainable future.

With excellent client service at the heart of our company, McCrea continues to engage new clients, and grow with nearly 25 years in business. 

The roles we are recruiting


McCrea Financial Services were one of the first independent financial advisory companies in the UK to achieve Investors in People Platinum status.

We are also one of only 2% of Independent Financial Advisors in Scotland who hold 'Chartered' status, accredited by the Chartered Insurance Institute and only given to firms able to demonstrate the highest commitment to professional standards. 

Key Performance Indicators (KPIs) and Personal Development Plans (PDP) form a key part of our culture. We use these to help you measure your own progress within the company, and in your own career. We also support colleagues to stay up to date with current and ever-changing legislation and those training for their chartered qualifications. 

At McCrea Financial Services we have a number of values which we feel define who we are as a business and how we treat our customers and our clients. We are:

Professional - Motivated and committed staff with the expertise, experience and desire to constantly improve and innovate.

Personable - Here to help, whether directly or indirectly in a polite, approachable and friendly manner. We realise it is about people first and numbers second.

Client Focused - We identify what our clients need, offering bespoke and personalised advice by understanding their circumstances, aims and objectives. We listen to what they need and build life long relationships with our clients.

Our colleagues will welcome you and make you feel right at home. We offer an excellent salary and benefits package, and provide opportunities to learn and grow.

When a vacancy is advertised we would require the following:

  • A covering letter, telling us about you 
  • A CV which reflects your skills and experience to match the role

Submit your application to: vacancy@mccreafs.co.uk and please include which role you are applying for in the subject line.

McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability.