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- Tasks: Join a prestigious firm as a Senior Financial Adviser, focusing on high net worth clients.
- Company: A reputable Glasgow-based firm known for its professionalism and strong market presence.
- Benefits: Enjoy a competitive salary, excellent admin support, and opportunities for growth.
- Why this job: Be part of a dynamic team during an exciting expansion phase with a focus on client relationships.
- Qualifications: Experience with high net worth clients and a client-focused approach are essential.
- Other info: Confidential application process with potential for further opportunities in the area.
The predicted salary is between 43200 - 72000 £ per year.
My client is a highly prestigious and reputable firm based in Glasgow 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 has an ability to 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 grasp of the market, ensures that the Wealth team is consistently set to grow.
What they are looking for is an individual with a client focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone who is used to working with HNW clients with the ambition and drive to utilise the network they have. You must be able to act quickly and be flexible, as unexpected meetings can be brought on at short notice.
The company offers a strong, high calibre administrative team and an impressive outfit for the successful individual. There is a significant salary on offer depending on qualifications/experience, company benefits and a first class admin team, generally on a 1:1 basis to ensure you are focusing on what you do best.
Please get in touch and apply as soon as possible to discuss this role, along with other opportunities in the area. All conversations and applications would be held highly confidentially.
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 with professionals who have experience working with high net worth clients. Attend industry events and seminars in Glasgow to connect with potential colleagues and clients.
✨Tip Number 2
Demonstrate your understanding of the financial market and current trends during any informal conversations or interviews. Being well-informed will show your commitment and expertise, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your previous experiences with HNW clients in detail. Highlight specific examples where you've successfully built and maintained relationships, as this is crucial for the role.
✨Tip Number 4
Be ready to showcase your flexibility and adaptability. Given that unexpected meetings can arise, share instances where you've successfully managed last-minute changes or challenges in your previous roles.
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: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of the financial advisory market and how your skills align with their needs, particularly in dealing with senior clients.
Showcase Relevant Qualifications: Clearly list your qualifications, especially any chartered status or relevant certifications. This will help establish your credibility as a Senior Financial Adviser and show you meet their professional standards.
Prepare for Potential Interviews: Anticipate questions related to your experience with high net worth individuals and your approach to client management. Be ready to discuss how you can contribute to the company's growth and reputation.
How to prepare for a job interview at Eden Scott
✨Understand the Clientele
Familiarise yourself with the types of clients the firm serves, particularly high net worth individuals. Be prepared to discuss how your experience aligns with their needs and how you can build lasting relationships with them.
✨Showcase Your Relationship-Building Skills
Emphasise your ability to maintain and nurture client relationships rather than just focusing on sales. Prepare examples from your past experiences where you've successfully built rapport with clients, especially in a financial advisory context.
✨Demonstrate Flexibility and Quick Thinking
Since unexpected meetings can arise, be ready to discuss how you handle last-minute changes and adapt to new situations. Share specific instances where you've successfully navigated such challenges in your previous roles.
✨Highlight Your Market Knowledge
Research the current market trends and the firm's position within it. Be prepared to discuss how you can leverage this knowledge to benefit the firm and its clients, showcasing your proactive approach to staying informed.
