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- Tasks: Join a top wealth management firm as a financial adviser, servicing and developing client relationships.
- Company: A highly regarded firm in wealth management with a strong growth trajectory.
- Benefits: Enjoy a competitive salary, excellent benefits, and top-notch admin support.
- Why this job: This is a unique chance to thrive in a supportive environment with a steady stream of clients.
- Qualifications: Experience with medium-high net worth clients and knowledge of pensions and investments required.
- Other info: Remote interviews available; confidentiality assured for all inquiries.
The predicted salary is between 36000 - 60000 £ per year.
A highly regarded wealth management firm with regional offices has a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. They have had a strong year and have plans to continue to add to their team.
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 the client base further in due course. Clients are not required for this vacancy as they have a steady stream of business.
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. Pensions and investments experience is key; they would support exams but chartered is not required.
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 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 to discuss further. Any enquiries will be treated in the absolute strictest of confidence and only taken further if of interest.
Financial adviser - clients available employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial adviser - clients available
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, client approach, and recent achievements. This will help you tailor your responses and show genuine interest in being part of 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
Since they are keen on video calls, ensure you have a professional setup for your interview. Good lighting, a quiet environment, and a stable internet connection can make a significant difference in how you present yourself.
✨Tip Number 4
Be prepared to discuss your knowledge of pensions and investments. Brush up on current trends and regulations in the financial sector, as demonstrating your expertise will set you apart from other candidates.
We think you need these skills to ace 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, particularly in pensions and investments. Use specific examples to demonstrate your success in servicing and developing client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your genuine care for providing exceptional advice. Mention how your experience aligns with the firm's values and their approach to client relationships.
Highlight Relevant Qualifications: Even though chartered status is not required, mention any relevant qualifications or certifications you hold. This can set you apart from other candidates and show your commitment to professional development.
Prepare for Video Interviews: Since the company is keen on conducting video calls, practice your interview skills. Prepare answers that reflect your experience and how you can contribute to the firm's growth while maintaining a professional appearance and setting during the call.
How to prepare for a job interview at Eden Scott
✨Know Your Numbers
As a financial adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of pensions, investments, and the specific needs of medium-high net worth clients to demonstrate your expertise during the interview.
✨Showcase Your Client Relationship Skills
This role emphasises servicing and developing client relationships. Be prepared to share examples of how you've successfully built rapport with clients in the past and how you approach providing exceptional advice.
✨Prepare for Remote Interviewing
Since the company is keen on video calls, ensure you're comfortable with the technology. Test your equipment beforehand, choose a quiet location, and dress professionally to make a great impression.
✨Ask Insightful Questions
Demonstrate your interest in the firm by preparing thoughtful questions about their approach to wealth management, team dynamics, and future growth plans. This shows that you're not just interested in the position but also in contributing to their success.