Financial adviser

Eden Scott; Dundee; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing wealth management firm is seeking an experienced adviser to join their Dundee team. You will focus on servicing existing clients and developing new business relationships. The role involves working primarily with medium to high net worth private clients, providing exceptional service and utilizing your market knowledge. The position allows for flexible working, with a mix of virtual and in-person meetings, enabling you to manage your schedule effectively.

Responsibilities

• Service your book of business while maintaining relationships with clients.
• Grow organically, developing new business and securing existing accounts.
• Provide first-class service with full administration and compliance support.

Job description

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, the have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area.

In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily medium - higher net worth private clients across all areas of their wealth. The job will be to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company to develop new business. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients with full administartion / compliance backup. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1 / 3rd face to face.