At a Glance
- Tasks: Help clients shape their financial future with tailored strategies and expert guidance.
- Company: Award-winning financial planning firm with a client-first culture.
- Benefits: Attractive salary, bonus structure, and full support for your success.
- Other info: Join a supportive team focused on continuous learning and professional development.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Experience in financial planning, strong communication skills, and relevant qualifications.
The predicted salary is between 50000 - 65000 £ per year.
An award-winning financial planning firm is looking for an experienced Financial Planner to join its team in either Edinburgh or Glasgow but can be based anywhere central Scotland. This is an opportunity for a professional who enjoys working closely with clients to shape their financial future through tailored strategies and expert guidance. There is a full client base available, c150/200 clients of annual reviews in the mid-HNW space.
The role focuses on building lasting relationships and delivering advice that helps individuals and families achieve long-term security and growth. The successful candidate will combine technical knowledge with a consultative approach, ensuring every client receives a personalised plan that reflects their goals and aspirations.
What Makes This Role Unique
- A client-first culture that values trust and transparency.
- The chance to work with a diverse portfolio, from retirement planning to wealth management.
- A supportive environment that encourages continuous learning and professional development.
Ideal Attributes
- Strong communication and relationship-building skills.
- Proven experience in financial planning or wealth management.
- Professional qualifications such as Diploma in Financial Planning (Chartered status desirable).
- Experience in the HNW space, ideally of IHT planning.
- Up-to-date regulatory knowledge and commitment to compliance.
Opportunity
This is an exciting time to be joining the team as they continue to grow and transition. A rare opportunity to acquire a client base with a realistic NB target and develop the base further, with an attractive salary, bonus structure available/OTE earnings along with full administrative and paraplanning support.
Financial adviser - Edinburgh or Glasgow employer: Eden Scott
Join an award-winning financial planning firm that prioritises a client-first culture, fostering trust and transparency in every interaction. With a diverse portfolio and a supportive environment for continuous learning, this role offers exceptional opportunities for professional growth and the chance to make a meaningful impact on clients' financial futures in the vibrant cities of Edinburgh or Glasgow.
StudySmarter Expert Advice🤫
We think this is how you could land Financial adviser - Edinburgh or Glasgow
✨Tip Number 1
Network like a pro! Attend industry events, join local financial planning groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's writing articles or sharing insights on social media, let potential employers see your skills in action.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial adviser - Edinburgh or Glasgow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial planning and wealth management. We want to see how your skills align with our client-first culture and the unique aspects of this role.
Showcase Your Communication Skills:Since strong communication is key in this role, use your application to demonstrate how you've built lasting relationships with clients in the past. Share specific examples that reflect your consultative approach and ability to deliver personalised plans.
Highlight Relevant Qualifications:Don’t forget to mention any professional qualifications you have, like the Diploma in Financial Planning or Chartered status. We value up-to-date regulatory knowledge, so if you’ve got that, make it known!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around high-net-worth (HNW) clients and inheritance tax (IHT) planning. Being able to discuss specific strategies and demonstrate your technical expertise will show that you're the right fit for the role.
✨Build Rapport
Since this role is all about building lasting relationships, practice your communication skills. Think of ways to connect with the interviewer by sharing relevant experiences where you've successfully built client relationships or tailored financial plans.
✨Show Your Passion for Client-Centric Work
This firm values a client-first culture, so be prepared to discuss how you prioritise client needs in your work. Share examples of how you've gone above and beyond to ensure clients feel valued and understood in their financial journeys.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to financial planning and client management. This not only shows your interest in the role but also helps you gauge if the company’s values align with yours, especially regarding trust and transparency.
