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For Companies At a Glance
- Tasks: Join a top-tier team to service and develop client relationships with genuine care.
- Company: A multiple award-winning Chartered Financial Adviser firm known for exceptional client service and ethics.
- Benefits: Enjoy a competitive salary, leading benefits, and top-notch admin support in a growing firm.
- Why this job: Be part of an industry leader with a first-class culture and opportunities for growth.
- Qualifications: Must have several years' experience with medium-high net worth clients; Chartered status preferred.
- Other info: Remote interviews available; inquiries treated with utmost confidentiality.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
A multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.
The vacancy is due to growth of the firm via gradual, specific acquisitions , increasing new business and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.
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 further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow.
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 practise.
Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional benefit but not a prerequisite.
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 never mind further anticipated further 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 either by applying, or email alison.curran@edenscott.com to discuss further.
Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.
Near chartered/ chartered financial Adviser - clients available employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Near chartered/ chartered financial Adviser - clients available
✨Tip Number 1
Make sure to highlight your experience with medium-high net worth clients during the interview. This is a key aspect of the role, and demonstrating your ability to manage these relationships will set you apart.
✨Tip Number 2
Prepare to discuss your approach to client service and how you build long-term relationships. The firm prides itself on exceptional client care, so showcasing your commitment to this will resonate well.
✨Tip Number 3
If you have any transferrable business, be ready to talk about it. While it's not a requirement, showing that you can bring additional value to the firm could make a strong impression.
✨Tip Number 4
Since they are keen on remote interviews, ensure your technology is set up for a smooth video call. A professional environment and clear communication will help you make a great first impression.
We think you need these skills to ace Near chartered/ chartered 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 and any relevant qualifications. Emphasize your achievements and how they align with the firm's values of client service and ethics.
Craft a Compelling Cover Letter: In your cover letter, express your genuine care for providing exceptional advice and your commitment to maintaining client standards. Mention your interest in the firm's growth and how you can contribute to their success.
Highlight Relevant Experience: If you have experience with pension transfers or cashflow management, be sure to include this in your application. Even if it's not a prerequisite, it can set you apart from other candidates.
Prepare for Remote Interviews: Since the company is keen on conducting video calls, ensure you are comfortable with the technology. Practice common interview questions and prepare to discuss your approach to client relationships and referrals.
How to prepare for a job interview at Eden Scott
✨Showcase Your Experience
Be prepared to discuss your experience with medium-high net worth clients in detail. Highlight specific examples of how you've successfully serviced, retained, and developed client relationships, as this aligns with the firm's focus on exceptional client service.
✨Demonstrate Your Qualifications
Since the firm is looking for a Chartered or near-Chartered adviser, make sure to mention your qualifications and any upcoming exams. This shows your commitment to professional development and aligns with their standards.
✨Emphasize Client-Centric Approach
The company prides itself on client care, so be ready to discuss your philosophy on providing financial advice. Share how you genuinely care for your clients' needs and how you have gained referrals through exceptional service.
✨Prepare for Remote Interviewing
As they are keen on video calls, ensure you are comfortable with the technology. Test your equipment beforehand and choose a quiet, professional setting for the interview to make a great first impression.
