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- Tasks: Serve and grow a portfolio of high net worth clients while providing top-notch service.
- Company: Join a reputable wealth management firm experiencing exciting growth in Scotland.
- Benefits: Enjoy a competitive salary, pension, bonus package, and flexible working arrangements.
- Why this job: Be part of a dynamic team at a pivotal moment in the company's journey.
- Qualifications: Must be diploma 4 qualified with experience in relationship management and wealth advice.
- Other info: Opportunity for virtual meetings and flexible diary management.
The predicted salary is between 43200 - 72000 £ per year.
My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, they have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area.
In the job, you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily medium - higher net worth private clients across all areas of their wealth. The job will be to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company to develop new business.
Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients with full administration/compliance backup. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating approx 1/3rd face to face.
To be considered, you must be diploma 4 qualified (advanced exams not required but advantageous) along with having a proven track record within relationship management, advice across all areas of wealth. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.
In return, you will be offered a rare chance to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and bonus package. This client base is key to their region so they know they need to attract the best.
Our client is keen to interview/have initial discussions, so to express interest please submit your details asap to discuss this and potentially other roles in the market with Alison Curran prior to progressing.
Financial adviser employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial adviser
✨Tip Number 1
Network with professionals in the wealth management sector, especially those already working in Dundee. Attend local finance events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Showcase your relationship management skills by sharing specific examples of how you've successfully built and maintained client relationships in previous roles. This will demonstrate your ability to thrive in a client-focused environment.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in wealth management. Being knowledgeable about current market conditions and compliance issues will position you as a credible candidate who can provide valuable insights to clients.
✨Tip Number 4
Prepare for virtual interviews by ensuring you have a professional setup. Test your technology beforehand and practice articulating your passion for providing first-class service, as this is crucial for the role.
We think you need these skills to ace Financial adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and relationship management. Emphasise your diploma 4 qualification and any relevant achievements that demonstrate your ability to service high net worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing first-class service. Mention specific examples of how you've successfully managed client relationships and contributed to business growth in previous roles.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as communication, market knowledge, and the ability to work independently. Use concrete examples to illustrate these skills in action.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Eden Scott
✨Showcase Your Relationship Management Skills
As a financial adviser, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client relationships in the past, focusing on your approach to understanding their needs and providing tailored advice.
✨Demonstrate Your Market Knowledge
Be ready to discuss current trends in wealth management and how they impact clients. This shows that you are not only knowledgeable but also proactive in staying updated, which is essential for advising high net worth individuals.
✨Prepare for Virtual Meeting Scenarios
Since virtual meetings will be a significant part of the role, practice your video call etiquette. Ensure you have a professional background, good lighting, and a reliable internet connection. This will help you make a great first impression.
✨Express Your Passion for Client Service
The job requires a commitment to providing first-class service. Be prepared to share stories that highlight your dedication to going the extra mile for clients, as this aligns with the company's values and expectations.
