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Wealth Management Specialist
2 months ago
Eden Scott is seeking a highly skilled and experienced Financial Advisor to join their team in Glasgow. As a well-established financial services firm, they pride themselves on providing exceptional advice and support to their clients.
Key Responsibilities- Manage a portfolio of clients, providing tailored financial advice and guidance to help them achieve their goals.
- Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver personalized service.
- Work closely with the administrative and paraplanning teams to ensure seamless support and efficient case management.
- Stay up-to-date with industry developments and regulatory changes, applying this knowledge to provide expert advice to clients.
- Diploma 4 qualification with CAS status.
- Proven track record in relationship management, ideally with a whole-of-market financial advice or provider background.
- Strong client retention skills, with a focus on building long-term relationships.
- Passionate and independent individual with a commitment to delivering exceptional service.
Eden Scott provides a dynamic and supportive work environment, with opportunities for professional growth and development. As a Financial Advisor, you will have the autonomy to manage your own diary and work in a flexible environment that suits your needs.
