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- Tasks: Help clients manage their finances and build lasting relationships in a virtual setting.
- Company: Join a rapidly growing Wealth Management firm with an impressive client portfolio.
- Benefits: Enjoy flexible working, competitive salary, and comprehensive support from experienced staff.
- Why this job: This role offers a chance to grow your career while making a real impact on clients' lives.
- Qualifications: Ideal for diploma-qualified individuals or experienced paraplanners looking to advance.
- Other info: Location is flexible, but proximity to Glasgow is preferred for occasional meetings.
The predicted salary is between 36000 - 60000 £ per year.
An expanding Wealth Management firm is recruiting for a Financial Adviser due to continued growth to service an existing client base. The role can be flexible in location due to the virtual nature of the position, with a slight preference to be close to their Glasgow offices.
This is an excellent opportunity ideally for an adviser who would be looking to nurture and retain clients in the 100k FUM region, as the directors are busy with HNW and UHNW cases via teams and phone.
It could also be suited to a diploma qualified individual with industry experience looking to make the move to Financial Advice, gain their CAS status, or for an experienced paraplanner wanting to make the next step with clients they can trust.
The company has grown over the past few years, adding to their already impressive existing client portfolio through steady acquisitions. Their outstanding reputation along with the quality of service provided has ensured that the organisation has gone from strength to strength, mainly due to referrals and enquiries.
Their staff are some of the best in the industry, and you would be provided with full paraplanning and compliance support. A competitive salary, benefits package, clients, and OTE earnings are on offer, all open to negotiations.
To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.
Financial adviser - virtual servicing role employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial adviser - virtual servicing role
✨Tip Number 1
Familiarise yourself with the specific needs of clients in the £100k FUM region. Understanding their unique financial goals and challenges will help you demonstrate your value during discussions.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those connected to the Glasgow area. Building relationships can lead to referrals and insights about the company culture and expectations.
✨Tip Number 3
Prepare to discuss how you can contribute to client retention and nurturing. Highlight any past experiences where you've successfully managed client relationships or improved client satisfaction.
✨Tip Number 4
Research the company's recent growth and acquisitions. Being knowledgeable about their trajectory will show your genuine interest in the firm and help you align your skills with their goals.
We think you need these skills to ace Financial adviser - virtual servicing role
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, client management, and any qualifications you hold. Emphasise your ability to nurture and retain clients, especially those in the 100k FUM region.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the company's reputation and growth. Mention how your skills align with their needs and express your enthusiasm for the virtual servicing role.
Highlight Relevant Qualifications: If you have a diploma or any industry certifications, make sure to mention them prominently. If you're looking to gain CAS status, explain how this role aligns with your career goals and your commitment to professional development.
Showcase Your Client Management Skills: Provide examples of how you've successfully managed client relationships in the past. Discuss your approach to client retention and how you can contribute to the firm's existing client base.
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 metrics. Be prepared to discuss your experience with managing funds, client portfolios, and any relevant financial products. Brush up on key figures and trends in the wealth management sector.
✨Showcase Your Client Relationship Skills
This role focuses on nurturing and retaining clients, so be ready to share examples of how you've successfully built and maintained client relationships in the past. Highlight your communication skills and ability to understand client needs.
✨Understand the Company’s Values
Research the firm’s reputation and values before the interview. Be prepared to discuss how your personal values align with theirs and how you can contribute to their continued success in providing quality service.
✨Prepare Questions for the Interviewer
Having insightful questions ready shows your genuine interest in the role and the company. Ask about their approach to client servicing, team dynamics, or future growth plans. This will also help you assess if the company is the right fit for you.
