At a Glance
- Tasks: Manage client relationships and provide top-notch financial advice.
- Company: Join a reputable wealth management practice known for its high-profile clients.
- Benefits: Enjoy competitive pay, pension, commission, and support from an admin team.
- Why this job: Be part of a growing company with a strong reputation and exciting opportunities.
- Qualifications: Must have diploma 4 qualification; chartered status is a plus.
- Other info: Ideal for passionate individuals ready to make a difference in clients' lives.
The predicted salary is between 43200 - 72000 Β£ per year.
My client is a growing and highly reputable wealth management practice. Due to expansion, they have a requirement for a highly experienced IFA in their Aberdeen team.
In the job you will be servicing your book of business along with some provided to you initially due to their reputation, ties and client ties available. Average size of cases vary but primarily higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company.
Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients. An entire administrative team will be provided. It would be ideal for you to bring clients however this isnβt a pre requisite as there are clients available to be serviced but a higher basic to those bringing some or with further qualifications.
To be considered you must be diploma 4 qualified, ideally chartered or open to working towards, along with having a proven track record within relationship management, whole of market advice and sales. 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 and exciting time 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 commission package. This job is currently at interview so to express interest please submit your details asap to discuss this and other roles in the market.
Financial Adviser employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Financial Adviser
β¨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working in Aberdeen. Attend local finance events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
β¨Tip Number 2
Research the company thoroughly and understand their values and client base. This will allow you to tailor your conversations during networking or interviews, demonstrating that you are genuinely interested in their specific approach to wealth management.
β¨Tip Number 3
Prepare to discuss your previous successes in relationship management and how you've added value to your clients. Use specific examples that highlight your ability to maintain and grow client relationships, as this is crucial for the role.
β¨Tip Number 4
Consider obtaining additional qualifications or certifications that are relevant to the role, such as chartered status. This not only enhances your CV but also shows your commitment to professional development in the financial advisory field.
We think you need these skills to ace Financial Adviser
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights your experience in wealth management and relationship management. Emphasise any relevant qualifications, especially your diploma 4 and any chartered status, as well as your proven track record in sales.
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 how you can contribute to the company's reputation.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as market knowledge, client servicing, and the ability to work independently. Use concrete examples to demonstrate these skills.
Express Enthusiasm: Convey your excitement about the opportunity to join a growing and reputable practice. Show that you are committed to going the extra mile for clients and are eager to be part of their team during this exciting time.
How to prepare for a job interview at Eden Scott
β¨Showcase Your Relationship Management Skills
Since the role focuses heavily on relationship management, be prepared to discuss your previous experiences in building and maintaining client relationships. Share specific examples of how you've successfully managed client expectations and resolved issues.
β¨Demonstrate Market Knowledge
Familiarise yourself with current market trends and financial products relevant to high net worth clients. During the interview, confidently discuss how you can leverage this knowledge to provide tailored advice and solutions for clients.
β¨Highlight Your Qualifications
Ensure you mention your Diploma 4 qualification and any other relevant certifications. If you're working towards chartered status, express your commitment to professional development and how it will benefit the company and its clients.
β¨Emphasise Your Passion for Client Service
The company values individuals who go the extra mile for their clients. Be ready to share stories that illustrate your dedication to providing exceptional service and how you prioritise client satisfaction in your work.