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- Tasks: Manage client relationships and provide top-notch financial advice.
- Company: Join a reputable and expanding wealth management practice with a strong local presence.
- Benefits: Enjoy competitive pay, pension, commission, and support from a dedicated team.
- Why this job: Be part of a high-profile company and make a real impact in clients' lives.
- Qualifications: Must be diploma 4 qualified; chartered status is a plus.
- Other info: Flexible work options with home or office-based roles available.
The predicted salary is between 36000 - 60000 £ per year.
My client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting rooms.
In the job you will be servicing your book of business along with some provided to you initially due to their reputation, ties and client ties available. Average size of cases vary between 80-100k and higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. The job will mainly be advising home or office based with approximately one or two days in their Edinburgh or Glasgow office where you will have your own paraplanner and administrator to pass all paperwork to so your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients.
To be considered you must be diploma 4 qualified, ideally chartered or open to working towards, along with having a proven track record within relationship management, whole of market advice and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.
In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and commission package.
This job is currently at interview so to express interest please submit your details asap or call Alison Curran on 01315501125 to discuss this and other
To be considered you must be diploma 4 qualified, ideally chartered or open to working towards, along with having a proven track record within relationship management, whole of market advice and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.
In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and commission package.
This job is currently at interview so to express interest please submit your details asap or call Alison Curran on 01315501125 to discuss this and other
Financial Adviser employer: Eden Scott Ltd
Contact Detail:
Eden Scott Ltd Recruiting Team
+441315501125
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Make sure to highlight your experience in relationship management during any conversations or interviews. This role emphasizes the importance of maintaining and securing client relationships, so be prepared to discuss specific examples of how you've successfully managed client accounts in the past.
✨Tip Number 2
Familiarize yourself with the company's reputation and client ties. Being knowledgeable about their standing in the wealth management industry will not only impress during discussions but also help you articulate how you can contribute to their continued success.
✨Tip Number 3
Prepare to discuss your approach to providing first-class service. Since the role focuses on delivering exceptional client experiences, think about how you can demonstrate your commitment to going the extra mile for clients and how that aligns with the company's values.
✨Tip Number 4
Network with professionals in the wealth management sector, especially those who may have insights into this company. Building connections can provide you with valuable information and potentially even referrals that could strengthen your application.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasize your Diploma 4 qualification and any progress towards chartered status. Clearly state your credentials in your CV and cover letter to align with the job requirements.
Showcase Relationship Management Experience: Detail your experience in relationship management within your application. Provide specific examples of how you've successfully managed client relationships and contributed to business growth.
Demonstrate Passion and Commitment: In your cover letter, express your passion for wealth management and your commitment to providing exceptional service. Use anecdotes that illustrate your dedication and willingness to go the extra mile for clients.
Tailor Your Application: Customize your CV and cover letter to reflect the specific needs of the company. Mention their reputation and how you can contribute to maintaining and enhancing their high-profile status in the industry.
How to prepare for a job interview at Eden Scott Ltd
✨Showcase Your Relationship Management Skills
Since the role heavily focuses on relationship management, be prepared to discuss specific examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to understand client needs and provide tailored advice.
✨Demonstrate Your Market Knowledge
Make sure to stay updated on current market trends and financial products. During the interview, share insights or recent developments that could impact clients' wealth management strategies, showcasing your expertise and proactive approach.
✨Emphasize Your Qualifications
As the position requires diploma 4 qualifications, ideally chartered, be ready to discuss your educational background and any relevant certifications. If you're working towards chartered status, mention your commitment to professional development.
✨Express Your Passion for Client Service
The company values individuals who go the extra mile for their clients. Share stories that illustrate your dedication to providing exceptional service and how you prioritize client satisfaction in your work.
