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- Tasks: Join a prestigious firm as a Senior Financial Adviser, focusing on high net worth clients.
- Company: A reputable Edinburgh-based firm known for its exceptional client service and market presence.
- Benefits: Enjoy a competitive salary, dedicated admin support, and a professional work environment.
- Why this job: Be part of a growing team with strong referral networks and opportunities for personal development.
- Qualifications: Experience with high net worth clients and a client-focused approach are essential.
- Other info: Flexibility is key, as meetings may be scheduled at short notice.
The predicted salary is between 43200 - 72000 £ per year.
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Senior Financial Adviser (Chartered), Edinburgh
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Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
12bbced4114d
Job Views:
12
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth, a vacancy has arisen for a first-class Financial Adviser to join their team during an exciting time in their history.
The company is an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who can interact at this level and provide a service to senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals. This, along with their strong market presence, ensures that the Wealth team is set to grow.
They are looking for an individual with a client-focused approach, a relationship builder and maintainer rather than a salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone experienced in working with HNW clients, with the ambition and drive to utilize their network. You must be able to act quickly, be flexible, as unexpected meetings can be scheduled at short notice.
The company offers a strong, high-caliber administrative team and an impressive environment for the successful individual.
There is a significant salary on offer depending on qualifications and experience, along with company benefits and a dedicated admin team, generally on a 1:1 basis, to ensure you can focus on your core responsibilities.
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Senior Financial Adviser (Chartered) employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser (Chartered)
✨Tip Number 1
Network strategically within the financial services sector, especially in Edinburgh. Attend local finance events or seminars where you can meet potential colleagues and clients, as personal connections can significantly enhance your chances of landing this role.
✨Tip Number 2
Research the company thoroughly to understand their values and client base. Tailor your conversations during networking or interviews to reflect how your experience aligns with their focus on high net worth individuals and relationship building.
✨Tip Number 3
Prepare to discuss your previous experiences with HNW clients in detail. Be ready to share specific examples of how you've built and maintained relationships, as this is crucial for the role they are looking to fill.
✨Tip Number 4
Stay flexible and be prepared for unexpected meetings or discussions. Demonstrating your adaptability and readiness to engage at short notice can set you apart from other candidates who may not be as responsive.
We think you need these skills to ace Senior Financial Adviser (Chartered)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and your ability to build and maintain relationships. Use specific examples that demonstrate your client-focused approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's reputation and your alignment with their values. Emphasise your experience in financial advising and how you can contribute to their growth.
Highlight Relevant Qualifications: Clearly list your qualifications, especially if you are a Chartered Financial Adviser. Mention any additional certifications or training that would be relevant to the role.
Showcase Your Network: In your application, mention your existing network and how you plan to leverage it for the benefit of the firm. This will demonstrate your ambition and drive to succeed in the role.
How to prepare for a job interview at Eden Scott
✨Research the Company
Before your interview, take some time to research the firm thoroughly. Understand their values, client base, and recent developments in the financial sector. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Showcase Your Experience with HNW Clients
Since the role requires experience with high net worth individuals, be prepared to discuss your previous experiences in detail. Share specific examples of how you've built and maintained relationships with such clients, highlighting your client-focused approach.
✨Prepare for Flexibility Questions
Given that unexpected meetings can arise, be ready to discuss how you handle changes in your schedule. Provide examples of times when you've successfully adapted to last-minute requests or changes in client needs, showcasing your flexibility and quick thinking.
✨Emphasise Your Networking Skills
The company is looking for someone who can utilise their network effectively. Be prepared to talk about your professional connections and how you've leveraged them in the past to benefit your clients. This will show that you have the ambition and drive they are seeking.
