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- Tasks: Join our Glasgow team as a Servicing Financial Adviser, managing client relationships and providing expert advice.
- Company: We're a chartered independent adviser firm expanding rapidly, focused on client success and team culture.
- Benefits: Enjoy hybrid work options, competitive salary, pension, commission, and support for your professional development.
- Why this job: Be part of an exciting growth phase, with opportunities to advance your career and make a real impact.
- Qualifications: Must be diploma 4 qualified with CAS status and have experience in relationship management and sales.
- Other info: You'll have your own paraplanner and sales support, plus a chance to work towards chartered status.
The predicted salary is between 36000 - 60000 £ per year.
A chartered independent adviser firm, due to expansion and increasing workloads throughout the year have an outstanding opportunity for an adviser to join their central Glasgow team (returning to a hybrid work model).
You will have your own paraplanner and sales support along with offering a client base for the successful candidate – the complexity of cases can depend on the level of experience. Whether it be to deal with renewals or to develop their client base – fundamentally as an independent practice they need someone who fits within their company culture. On the back of appointing the adviser they\’ll also recruit for another paraplanner.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Servicing Financial Adviser
✨Tip Number 1
Research the company culture thoroughly. Understanding their values and how they operate will help you demonstrate your fit during conversations with the team.
✨Tip Number 2
Network with current or former employees if possible. They can provide insights into what the firm values in its advisers and share tips on how to stand out in the interview process.
✨Tip Number 3
Prepare specific examples of your relationship management successes. Be ready to discuss how you've retained clients and won sales, as these are key aspects of the role.
✨Tip Number 4
Show your commitment to professional development. Mention any ongoing studies or plans to work towards chartered status, as this aligns with the firm's support for your growth.
We think you need these skills to ace Servicing Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your diploma 4 qualifications and CAS status. Emphasise your experience in relationship management and any sales achievements, particularly in winning clients from other firms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and your commitment to going the extra mile. Mention how your values align with the company's culture and your eagerness to contribute to their growth.
Highlight Relevant Experience: In your application, detail specific examples of your previous work that demonstrate your ability to manage client relationships and provide whole of market advice. Use metrics where possible to illustrate your success.
Express Interest Clearly: When submitting your application, clearly express your interest in discussing the role further with Alison Curran. This shows initiative and enthusiasm for the opportunity.
How to prepare for a job interview at Eden Scott
✨Showcase Your Qualifications
Make sure to highlight your diploma 4 qualification and CAS status during the interview. Be prepared to discuss how your qualifications have equipped you to handle complex financial cases and provide whole of market advice.
✨Demonstrate Relationship Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Discuss specific instances where you've retained clients or won new business, as this will show your ability to fit into their culture of client retention and relationship building.
✨Express Your Passion for the Role
Convey your enthusiasm for being an independent adviser and your commitment to going the extra mile for clients. Share your vision for how you can contribute to the firm's growth and success, which aligns with their values.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, support for professional development, and the specifics of the hybrid work model. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
