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For Companies At a Glance
- Tasks: Build and maintain strong client relationships while providing exceptional financial advice.
- Company: Award-winning Chartered Financial Adviser firm with a stellar reputation.
- Benefits: Attractive salary, top-notch benefits, and excellent admin support.
- Why this job: Join a leading firm and make a real impact in clients' financial journeys.
- Qualifications: Experience with medium-high net worth clients; Chartered status preferred.
- Other info: Flexible location with opportunities for growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A multi-award winning Chartered Financial Adviser firm with offices across Scotland requires 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 rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.
Role and Responsibilities
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, 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. While not a requirement for this position, they could also provide a safe home for any transferable business when restrictive covenants allow.
Candidate Profile
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 practice. 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.
Offer and Benefits
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 part of their continued growth.
Application
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.
Chartered Senior Financial Adviser in Edinburgh employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Senior Financial Adviser in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those video calls! Make sure you’re familiar with the company’s values and recent achievements. Practise common interview questions and have some thoughtful queries ready to show your genuine interest.
✨Tip Number 3
Showcase your expertise! During interviews, share specific examples of how you've successfully managed client relationships and provided exceptional advice. This will help you stand out as a top candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a leading firm like this one.
We think you need these skills to ace Chartered Senior Financial Adviser in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Chartered Senior Financial Adviser role. Highlight your work with medium-high net worth clients and any relevant qualifications, like being Chartered or close to it.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine care for client service and how you can contribute to the firm's outstanding reputation. Be sure to mention any specific experiences that align with their values.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s client retention rates or successful referrals, quantifying your successes can really make your application stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly, and we’re excited to see what you bring to the table!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the areas of pension transfers and cashflow management. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in providing exceptional advice.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully serviced and retained medium-high net worth clients. Highlighting your relationship-building skills will resonate well with the firm's focus on client service and ethics.
✨Understand Their Culture
Research the firm’s values and team culture. Be ready to discuss how your personal values align with theirs, as they pride themselves on a first-class team environment. This will demonstrate that you’re not just looking for any job, but a place where you can truly contribute.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth plans and how you can contribute to maintaining client standards. This shows that you’re proactive and genuinely interested in being part of their journey, which is key for a role like this.
