Financial adviser - clients available

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

Job summary

A highly regarded wealth management firm in Scotland is seeking an experienced financial adviser to join their team. The ideal candidate will have a strong background in servicing medium-high net worth clients and will provide exceptional advice without needing existing clients. They offer a highly attractive salary, excellent benefits, and strong administrative support, making this a rare opportunity for the right individual.

Benefits

Leading benefits

Admin / paraplanner support

Qualifications

• Several years' experience as a financial adviser.
• Worked with medium-high net worth clients.
• Experience in pensions and investments is key.

Responsibilities

• Service, retain, and develop client relationships.
• Provide exceptional financial advice.
• Grow the client base through referrals.

Skills

Client relationship management

Advice provision

Pensions experience

Investments experience

Job description

A highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. They've had a strong year and have plans to continue to add to their team.

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 the client base further in due course. Clients are not required for this vacancy as they have a steady stream of business.

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 practice. Pensions and investments experience is key, they would support exams but chartered is not required.

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 to discuss further.

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