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- 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 client care and offers a supportive team culture.
- Qualifications: Experience with medium-high net worth clients; Chartered status preferred but not mandatory.
- Other info: Flexible location with remote interview options available.
The predicted salary is between 43200 - 72000 £ per year.
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.
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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
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 acquisitions and growth strategies. Understanding their business model and how they maintain client standards will help you tailor your conversations during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
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 is a key aspect of the role.
✨Tip Number 4
Familiarise yourself with the latest trends in financial advising, particularly around pension transfers and cashflow management. This knowledge will not only enhance your credibility but also show that you're proactive and committed to professional development.
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, detail your experience with pension transfers and cashflow management if applicable. Even if not a prerequisite, showing familiarity with these areas can set you apart.
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 approach to client care and retention.
How to prepare for a job interview at Eden Scott
✨Research the Firm
Before your interview, take some time to research the firm thoroughly. Understand their values, recent achievements, and their approach to client service. This will not only help you answer questions more effectively but also demonstrate your genuine interest in joining their team.
✨Prepare for Scenario Questions
Given the nature of the role, be ready to discuss specific scenarios where you've successfully managed client relationships or provided exceptional advice. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
✨Showcase Your Qualifications
Highlight your qualifications and experience, especially if you're Chartered or close to obtaining that status. Be prepared to discuss your experience with medium-high net worth clients and any relevant skills, such as pension transfer or cashflow management, even if they are not prerequisites.
✨Ask Insightful Questions
At the end of the interview, have a few insightful questions ready to ask. This could include inquiries about the firm's growth plans, team culture, or how they support their advisers in maintaining high client standards. This shows your enthusiasm and helps you gauge if the firm is the right fit for you.
