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For Companies At a Glance
- Tasks: Engage with clients to provide tailored financial planning and strategies.
- Company: Join Gilson Gray, a leading law firm offering comprehensive financial services.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values collaboration and client care.
- Qualifications: No specific qualifications required; enthusiasm and drive are key!
- Other info: This role is based in our vibrant Dundee office.
The predicted salary is between 28800 - 43200 £ per year.
Gilson Gray's Financial Management team is part of Gilson Gray's continuously growing organisation. Gilson Gray LLP is a comprehensive law firm, offering expert legal, property, and financial services. We support clients throughout their entire lifetime. The Financial Management team have decades of experience in Wealth Management and can advise on every financial related matter. Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London, we focus on ensuring we provide the highest level of advice and ongoing service to our clients. We are ambitious and have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the utmost standard of service.
This role would be based in our Dundee office.
Our Team
We are looking to hire a highly driven Financial Adviser to join one of our successful Financial Management teams in Dundee. We are an enthusiastic team that support each other in order to achieve a great working environment. We value each other's expertise and opinion and pride ourselves in offering an inclusive, enjoyable, and motivating place to work.
The Role
As a Financial Adviser at Gilson Gray you’ll be responsible for:
- Contacting existing and new clients to offer financial planning services
- Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
- Researching and analysing information to design financial strategies and prepare proposals to best suit individual clients’ requirements
- Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions
- Reviewing and responding to clients’ changing needs and financial circumstances
- Providing clients with information on new and existing products and services
- Communicating with other relevant professionals in relation to clients’ circumstances
- Keeping up to date with legal, taxation, and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James’s Place products and services
- Liaising with clients in relation to changes to legislation that may affect their savings, investments, or plans
- Meeting the regulatory aspects of the role
- Participating in monthly marketing meetings and strategies for business development
- Performing reasonable tasks/Adhoc project work that may be required from time to time
Contact Detail:
Gilson Gray LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Dundee
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in Dundee. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you understand the market better.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by St. James's Place, as this knowledge will be crucial during interviews. Being able to discuss these products confidently can set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest legal, taxation, and regulatory changes that affect financial planning. This will not only enhance your expertise but also demonstrate your commitment to providing the best advice to clients.
✨Tip Number 4
Prepare to discuss your approach to client relationships and how you would handle various financial scenarios. Showcasing your interpersonal skills and ability to adapt to clients' changing needs will be key in landing this role.
We think you need these skills to ace Financial Adviser - Dundee
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser at Gilson Gray. Tailor your application to highlight relevant experience in financial planning and client management.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles that involved financial advising, client communication, or wealth management. Use specific examples to demonstrate your skills and achievements in these areas.
Showcase Your Knowledge: Mention your understanding of current financial regulations and market trends. This will show that you are proactive and knowledgeable, which is crucial for a role that requires keeping up with legal and taxation changes.
Personalise Your Application: Address your application to the hiring manager if possible, and express why you want to work specifically at Gilson Gray. Mention their values of inclusivity and teamwork, and how you align with them.
How to prepare for a job interview at Gilson Gray LLP
✨Know Your Financial Products
Familiarise yourself with the financial products and services offered by Gilson Gray, especially those related to St. James's Place. Being able to discuss these in detail will show your preparedness and genuine interest in the role.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to understand clients' needs and tailor financial strategies accordingly, as this is crucial for a Financial Adviser.
✨Stay Updated on Regulations
Make sure you are aware of the latest legal, taxation, and regulatory changes that could impact financial planning. This knowledge will demonstrate your commitment to maintaining professional standards and providing accurate advice.
✨Showcase Team Collaboration Skills
Since the team values support and collaboration, be ready to discuss how you've worked effectively within a team in previous roles. Emphasise your ability to contribute positively to a motivating work environment.
