Chartered Financial Adviser - clients available

Eden Scott; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Job summary

Une entreprise de conseil financier primée en Écosse recherche un Conseiller Financier Agréé ou presque. L'opportunité se présente grâce à la croissance de l'entreprise et nécessite un esprit centré sur le client pour développer des relations solides. En échange, ils offrent un salaire attractif et des bénéfices d'entreprise de premier ordre.

Benefits

Support administratif exceptionnel

Avantages compétitifs

Qualifications

• Expérience de plusieurs années avec des clients de haute valeur nette.
• Idéalement, avoir les qualifications aura passé récemment ou préparé.
• L'expérience en transfert de pension/cashflow est un plus.

Responsibilities

• Servir et développer des relations clients grâce à des conseils exceptionnels.
• Maintenir les normes et la rétention des clients.
• Contribuer à la croissance de l'entreprise par des références.

Skills

Client Relationship Management

Financial Advisory

Education

Chartered Financial Adviser qualification

Job description

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) 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 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 [e-mail] to discuss further.

Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.