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For Companies At a Glance
- Tasks: Join a top-tier team to service and develop client relationships with care.
- Company: A multiple award-winning Chartered Financial Adviser firm with a stellar reputation in Scotland.
- Benefits: Enjoy a competitive salary, excellent benefits, and top-notch admin support.
- Why this job: Be part of a growing firm that values ethics and client service in a supportive culture.
- Qualifications: Must have experience with medium-high net worth clients; Chartered status preferred.
- Other info: Remote interviews available; confidentiality guaranteed for all inquiries.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) 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 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.
They are keen to carry out video calls/remote interviews as soon as possible so please get in touch with Alison Curran either by applying, or email alison.curran@edenscott.com to discuss further.
Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.
Chartered Financial Adviser - clients available employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Adviser - clients available
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, client service approach, and recent growth strategies. This will help you align your answers with their expectations and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Prepare to discuss your experience with medium-high net worth clients in detail. Be ready to share specific examples of how you've built and maintained relationships, as this is crucial for the role.
✨Tip Number 3
Highlight any relevant qualifications or progress towards becoming Chartered. If you're close to obtaining your Chartered status, mention your exam schedule and recent successes to show your commitment to professional development.
✨Tip Number 4
Be prepared to discuss your approach to client service and how you ensure exceptional advice. Think about how you can contribute to their reputation for outstanding client care and retention.
We think you need these skills to ace Chartered Financial Adviser - clients available
Some tips for your application 🫡
Understand the Company: Research the Chartered Financial Adviser firm thoroughly. Familiarize yourself with their values, client service approach, and recent growth initiatives to tailor your application accordingly.
Highlight Relevant Experience: Emphasize your experience working with medium-high net worth clients. Include specific examples of how you've developed and maintained client relationships, showcasing your genuine care for providing exceptional advice.
Showcase Your Qualifications: Clearly state your qualifications, especially if you are Chartered or close to obtaining this status. Mention any relevant exams you have scheduled or recently passed to demonstrate your commitment to professional development.
Personalize Your Application: Address your application to Alison Curran and express your enthusiasm for the opportunity. Mention your interest in the firm's culture and how you align with their ethics 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 serviced and retained these clients, as well as any referrals you've generated.
✨Demonstrate Your Commitment to Ethics
Since the firm prides itself on company ethics, be ready to share your own values and how they align with ethical practices in financial advising. Discuss situations where you prioritized client interests over personal gain.
✨Prepare for Technical Questions
Brush up on your knowledge of pension transfers and cashflow management, even if they're not prerequisites. Being able to speak confidently about these topics can set you apart from other candidates.
✨Express Your Interest in Growth
Convey your enthusiasm for joining a growing firm and how you can contribute to its success. Discuss your long-term career goals and how they align with the firm's vision for future growth.
