Wealth Management Consultant

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

Company Overview: Eden Scott is a reputable and expanding wealth management firm, known for its stability and client-centric approach.

Position Summary: We are seeking an experienced Wealth Management Consultant to join our dynamic team. This role offers the opportunity to manage an established client portfolio while also engaging with new clients attracted by our strong reputation and referral network.

Key Responsibilities:

  • Manage and nurture your existing client relationships, ensuring exceptional service delivery.
  • Act as a trusted advisor to high-net-worth individuals, providing comprehensive financial solutions.
  • Collaborate with your dedicated paraplanner and administrator to streamline processes and focus on client engagement.
  • Utilize your expertise to assist clients in navigating their financial journeys and achieving their wealth management goals.

Qualifications: To be considered for this role, candidates must possess:

  • A diploma level 4 qualification, with a preference for those working towards chartered status.
  • A proven track record in relationship management and providing holistic financial advice.
  • A passion for client service and a commitment to exceeding client expectations.

What We Offer: Joining Eden Scott presents a unique opportunity to be part of a significant phase in our growth. We provide a competitive salary, pension scheme, and commission structure, rewarding your contributions to our success.



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