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- Tasks: Join a top-tier team to service and develop client relationships with care and expertise.
- 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, client service, and team culture.
- Qualifications: Must have experience with medium-high net worth clients; Chartered status preferred.
- Other info: Remote interviews available; inquiries treated confidentially.
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 along with upcoming retirement 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 client 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 completing your exams, mention this during your conversation to show your commitment to professional development.
✨Tip Number 4
Since they are open to remote interviews, ensure your technology is set up properly for a video call. Test your camera and microphone beforehand to avoid any technical issues that could distract from your conversation.
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 and any relevant qualifications. Emphasize your achievements in client service and relationship management to align with the firm's values.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional financial advice. Mention your journey towards becoming Chartered and how your experience aligns with the firm's growth and client-centric approach.
Highlight Relevant Experience: In your application, focus on specific examples of how you've serviced and retained clients in previous roles. If you have experience with pension transfers or cashflow management, be sure to include that as well.
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 experience and how you can contribute to their team culture.
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 gained through exceptional advice.
✨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 the company's. Discuss situations where you've prioritized client interests and maintained high ethical standards in your previous roles.
✨Prepare for Technical Questions
Brush up on your knowledge of pension transfers and cashflow management, even if they're not prerequisites. Being able to discuss these topics confidently can set you apart from other candidates and show your commitment to professional development.
✨Express Your Interest in Growth
The firm is experiencing growth due to acquisitions, so express your enthusiasm for being part of a dynamic team. Share your thoughts on how you can contribute to their continued success and your desire to grow alongside the company.
