Financial Adviser

Financial Adviser

Edinburgh Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and provide tailored financial advice.
  • Company: Join a reputable wealth management practice experiencing exciting growth.
  • Benefits: Enjoy flexible working options, competitive salary, pension, and commission.
  • Why this job: Be part of a high-profile company making a real impact in clients' lives.
  • Qualifications: Must be diploma 4 qualified with experience in relationship management and sales.
  • Other info: Opportunity to work with a dedicated paraplanner and administrator for support.

The predicted salary is between 36000 - 60000 £ per year.

A leading and award winning independent financial advisory firm are looking to add an additional adviser to their Edinburgh team. This role is on an employed or self-employed basis with surplus clients available due to professional connections aand increased business

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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. Attend industry events or join relevant online forums to connect with current employees or others in similar roles. This can give you insights into the company culture and potentially lead to referrals.

✨Tip Number 2

Research the company's recent achievements and their approach to client relationships. Being knowledgeable about their reputation and how they manage client accounts will help you stand out during conversations and interviews.

✨Tip Number 3

Prepare to discuss your previous experience in relationship management and how it aligns with the company's values. Be ready to share specific examples of how you've successfully managed client portfolios and built lasting relationships.

✨Tip Number 4

Show your commitment to professional development by mentioning any ongoing training or certifications you are pursuing. This demonstrates your dedication to staying updated in the financial advisory field, which is crucial for this role.

We think you need these skills to ace Financial Adviser

Financial Planning
Relationship Management
Sales Skills
Client Service Excellence
Investment Knowledge
Regulatory Compliance
Communication Skills
Negotiation Skills
Analytical Skills
Problem-Solving Skills
Time Management
Networking Skills
Attention to Detail
Market Research

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in relationship management and wealth management. Emphasise your diploma 4 qualification and any chartered status or progress towards it, 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 gone the extra mile for clients in the past, and express your enthusiasm for joining a reputable firm during an exciting time in their history.

Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as market knowledge, client relationship management, and the ability to work independently. Use concrete examples to demonstrate these skills.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential in the financial advisory field.

How to prepare for a job interview at Eden Scott

✨Know Your Numbers

As a Financial Adviser, you'll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and case studies relevant to wealth management, especially those involving high net worth clients.

✨Showcase Relationship Management Skills

Since the role focuses heavily on relationship management, prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight how you’ve gone the extra mile for clients in previous roles.

✨Understand the Company’s Values

Research the company’s reputation and values thoroughly. Be ready to discuss how your personal values align with theirs and how you can contribute to their mission as an ambassador for their brand.

✨Prepare Questions

Have insightful questions ready to ask during the interview. This shows your genuine interest in the role and the company. Consider asking about their approach to client service or how they support their advisers in achieving success.

Financial Adviser
Eden Scott
Location: Edinburgh
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  • Financial Adviser

    Edinburgh
    Full-Time
    36000 - 60000 £ / year (est.)
  • E

    Eden Scott

    50-100
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