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For Companies At a Glance
- Tasks: Join a top-tier team to service and develop client relationships in financial advising.
- Company: A multiple award-winning Chartered Financial Adviser firm with a stellar reputation across 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, client care, and team culture.
- Qualifications: Experience with medium-high net worth clients; Chartered status preferred but not mandatory.
- Other info: Remote interviews available; confidentiality assured for all inquiries.
The predicted salary is between 36000 - 60000 £ 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.
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 tailor your responses 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 client relationships, as this aligns closely with the firm's focus on exceptional client service.
✨Tip Number 3
If you have any transferable business, be prepared to discuss this during your conversation. While it's not a requirement, showing that you can bring additional value to the firm could set you apart from other candidates.
✨Tip Number 4
Practice for video interviews by ensuring your technology works smoothly and your environment is professional. Since they are keen on remote interviews, making a great first impression through video can significantly enhance your chances.
We think you need these skills to ace 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. Emphasise any relevant qualifications, especially if you are Chartered or close to obtaining this status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to build relationships. Mention specific examples of how you've provided exceptional advice in the past.
Highlight Relevant Experience: In your application, focus on your years of experience in the financial advisory sector. If you have pension transfer or cashflow experience, be sure to include that as it could set you apart from other candidates.
Prepare for Video Interviews: Since the company is keen on video calls for interviews, practice your responses to common interview questions. Ensure you have a quiet, professional-looking space for the call to make a great impression.
How to prepare for a job interview at Eden Scott
✨Research the Firm
Before your interview, take the time to thoroughly research the firm. Understand their values, client service approach, and recent achievements. This will not only help you tailor your responses but also demonstrate your genuine interest in joining their team.
✨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 built and maintained client relationships, as this aligns with the firm's focus on exceptional advice and client retention.
✨Prepare for Technical Questions
Given the nature of the role, expect technical questions related to financial advising, pension transfers, and cashflow management. Brush up on relevant regulations and best practices to showcase your expertise and confidence during the interview.
✨Ask Insightful Questions
At the end of the interview, be ready to ask insightful questions about the firm's growth plans, team culture, and support for advisers. This shows that you're not only interested in the position but also in how you can contribute to the firm's success.
