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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: Ideal candidates will have experience with medium-high net worth clients and be close to Chartered status.
- Other info: Remote interviews available; apply now for a confidential discussion!
The predicted salary is between 28800 - 48000 £ 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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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
Highlight any relevant qualifications or progress towards becoming Chartered. If you're close to completing your exams, mention this during your conversation to show your commitment to professional development.
✨Tip Number 4
Be prepared for a video call or remote interview. Ensure your technology is working properly, choose a quiet location, and dress professionally to make a great first impression, even from a distance.
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 setting 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 some time to research the firm thoroughly. Understand their values, client service approach, and recent achievements. This will not only help you answer questions more effectively 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 serviced and retained clients, as well as any referrals you've gained. This will show that you have the skills they are looking for.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. Inquire about their approach to client relationships, team culture, and growth plans. This shows that you are engaged and serious about the role.
✨Demonstrate Your Commitment to Ethics
Given the firm's emphasis on ethics and client care, be sure to articulate your own commitment to these values. Share examples from your past where you've prioritised ethical considerations in your financial advice, reinforcing that you align with their company culture.
