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- Tasks: Join a top financial firm to service and develop client relationships.
- Company: A multiple award-winning Chartered Financial Adviser firm based in Glasgow.
- Benefits: Enjoy a competitive salary, excellent benefits, and strong admin support.
- Why this job: Be part of a leading team with a focus on client care and ethical practices.
- Qualifications: Experience with medium-high net worth clients; Chartered status preferred but not essential.
- Other info: Remote interviews available; confidentiality assured for all inquiries.
The predicted salary is between 36000 - 60000 £ per year.
A multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.
The vacancy is due to growth of the firm via gradual, specific acquisitions , increasing new business and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.
In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow.
The right individual would be an adviser with several years\’ experience having worked with medium-high net worth clients – whether at a reputable IFA or investment manager/other practise.
Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional benefit but not a prerequisite.
In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never mind further anticipated further growth. A truly rare opportunity for a first-class financial adviser who is interested in a change.
Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Near chartered/ chartered financial Adviser - clients available
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working at or have connections to the firm. Attend industry events or webinars where you can meet potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the firm's recent achievements and client service philosophy. Being able to discuss specific examples of their work during your interview will show that you're genuinely interested and well-prepared.
✨Tip Number 3
Prepare to demonstrate your experience with medium-high net worth clients. Think of specific cases where you've provided exceptional advice and how you maintained those relationships, as this aligns with the firm's values.
✨Tip Number 4
Be ready for a video call interview by ensuring your technology is set up correctly and your environment is professional. Practise common interview questions related to financial advising to boost your confidence.
We think you need these skills to ace Near chartered/ chartered financial Adviser - clients available
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with medium-high net worth clients and any relevant qualifications. Emphasise your achievements in client service and relationship management, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your alignment with the company's values. Mention your experience, your approach to client care, and how you can contribute to their growth.
Highlight Relevant Qualifications: Clearly state your current qualifications and any progress towards becoming Chartered. If you have scheduled exams or recent successes, make sure to include these details to demonstrate your commitment to professional development.
Prepare for Video Interviews: Since the company is keen on remote interviews, practice your video interview skills. Ensure you have a quiet, professional setting, and prepare to discuss your experience and how it relates to the firm's ethos and client service standards.
How to prepare for a job interview at Eden Scott
✨Showcase Your Experience
Be prepared to discuss your experience with medium-high net worth clients in detail. Highlight specific examples of how you've successfully managed client relationships and provided exceptional advice, as this aligns with the firm's focus on client service.
✨Demonstrate Your Qualifications
Since the role requires a Chartered Financial Adviser or someone close to obtaining that status, make sure to mention your qualifications and any upcoming exams. This shows your commitment to professional development and aligns with the firm's values.
✨Emphasise Client Care
The firm prides itself on genuine care for clients. Prepare to discuss how you have gone above and beyond for clients in the past, and be ready to share examples of how you’ve gained referrals through exceptional service.
✨Research the Firm
Familiarise yourself with the firm's history, values, and recent growth initiatives. Being knowledgeable about their approach will not only impress your interviewers but also help you tailor your responses to fit their culture and expectations.
