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- Tasks: Help clients manage their finances and grow your own client base.
- Company: Join a leading, award-winning independent financial advisory firm expanding in Scotland.
- Benefits: Enjoy remote work, excellent salary, car allowance, medical care, and generous holiday entitlement.
- Why this job: Be part of a supportive team with the freedom to develop your business and make an impact.
- Qualifications: Must be diploma qualified in financial advice with proven experience as a successful adviser.
- Other info: Home-based role with access to meeting rooms and a strong support team.
The predicted salary is between 28800 - 48000 £ per year.
A leading and award-winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount.
Currently, the company employs over 150 IFAs and they are continuously expanding. This role is on an employed or self-employed basis with surplus clients available due to professional connections and a retiring adviser.
To be considered for this role, you must be diploma qualified in financial advice with proven experience as a successful adviser and current CAS, ideally with the scope to bring some potential clients across but not a pre-requisite. Other requirements include:
- Ethical and driven
- Focus on maintaining the culture, financial stability and IFA relationships
- Entrepreneurial in driving new business
- Motivated by client satisfaction
- Commercially astute advisers who are able to develop their business but benefit from the incremental revenue and capital values from provided clients
The benefits this role offers include working from home, excellent salary, car allowance, medical care, work laptop and phone, and great holiday entitlement. Their paraplanner, investment support and admin team are all available in order to provide quick and leading back-up as required in order to leave you to focus on client service.
As a key part of their growth strategy in the Scottish region, you would be given the independence and trust to develop your base with continual support. This is an excellent opportunity for a candidate with the right experience; please do not hesitate to get in touch to discuss in the strictest of confidence.
If this role isn’t quite what you are looking for, register your CV at www.edenscott.com and be the first to hear about our latest opportunities by signing up for our job alerts.
Eden Scott is a specialist in Financial Services recruitment, including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Financial Adviser - salaried or self employed, home based employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - salaried or self employed, home based
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend local financial services events or webinars to connect with potential colleagues and clients, which can help you establish a presence in the Scottish market.
✨Tip Number 2
Showcase your entrepreneurial spirit by developing a personal brand. Use social media platforms like LinkedIn to share insights on financial advice, engage with your audience, and demonstrate your expertise in the field.
✨Tip Number 3
Research the company thoroughly before applying. Understand their values, culture, and the specific needs of their clients. This knowledge will help you tailor your approach during any interviews and show that you're genuinely interested in joining their team.
✨Tip Number 4
Prepare to discuss how you can contribute to the company's growth strategy. Think about ways you can leverage your existing client relationships and how you plan to drive new business while maintaining high levels of client satisfaction.
We think you need these skills to ace Financial Adviser - salaried or self employed, home based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your diploma qualifications in financial advice and any relevant experience as a successful adviser. Emphasise your ability to maintain client relationships and your entrepreneurial spirit.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for client satisfaction and your commercial acumen. Mention how you can contribute to the company's growth strategy in Scotland and your willingness to bring potential clients.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as ethical decision-making, business development, and maintaining financial stability. Use specific examples from your past experiences to illustrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Eden Scott
✨Showcase Your Qualifications
Make sure to highlight your diploma in financial advice and any relevant certifications during the interview. Discuss your proven experience as a successful adviser, as this will demonstrate your capability to meet the company's expectations.
✨Emphasise Client Relationships
Talk about your existing client relationships and how you can leverage them for mutual benefit. Even if you don't have clients to bring over, showing your ability to build and maintain strong client connections is crucial.
✨Demonstrate Entrepreneurial Spirit
Be prepared to discuss your strategies for driving new business. Share examples of how you've successfully developed your business in the past, as this aligns with the company's focus on growth and independence.
✨Align with Company Culture
Research the company's values and culture before the interview. Be ready to explain how your ethical approach and commitment to client satisfaction align with their mission, as maintaining their culture is important to them.
