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Senior Wealth Management Professional
2 months ago
Job Opportunity at Eden Scott
About the Role:
We are seeking an experienced and skilled Independent Financial Advisor to join our team at Eden Scott. As a key member of our wealth management practice, you will be responsible for servicing a client base with recurring income and managing relationships to secure and preserve existing contacts.
Key Responsibilities:
- Manage a portfolio of high net worth private clients across various areas of their wealth
- Develop and maintain strong relationships with clients to provide exceptional service and advice
- Work closely with a paraplanner and administrator to ensure efficient case management and paperwork
- Stay up-to-date with market trends and utilize your expertise to provide first-class service to clients
Requirements:
- Diploma 4 qualification or higher
- Proven track record in relationship management, whole of market advice, and sales
- Passion for delivering exceptional service and a commitment to excellence
What We Offer:
A highly competitive basic, pension, and commission package, as well as the opportunity to be part of a dynamic and growing wealth management practice.
