Wealth Advisor – High Net Worth Relationship Specialist

Eden Scott; City of Edinburgh; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Pension scheme

Commission package

Job summary

A reputable wealth management practice in Edinburgh seeks an experienced IFA. You will manage a client book and handle new business through referrals. Ideal candidates are Diploma 4 qualified, with a track record in relationship management and sales. This role offers competitive compensation, pension, and commission opportunities.

Qualifications

• Proven track record within relationship management.
• Experience in providing whole of market advice and sales.
• Passionate and independent individual committed to client service.

Responsibilities

• Service a book of business and deal with new referrals.
• Act as an ambassador for the company and manage client relationships.
• Collaborate with paraplanner and administrator to streamline operations.

Skills

Relationship management

Whole of market advice

Sales

Client servicing

Education

Diploma 4 qualified

Working towards chartered or chartered

Job description

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