High Net Worth Client Advisor

6 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Overview

Eden Scott is seeking a highly skilled and experienced Independent Financial Advisor to join their team. As a key member of the wealth management practice, you will be responsible for servicing a book of business and developing new relationships with high net worth clients.

Key Responsibilities
  • Manage and grow a portfolio of high net worth clients, providing tailored financial advice and solutions.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Work closely with the paraplanner and administrator to ensure seamless delivery of services.
  • Stay up-to-date with market trends and regulatory changes, applying this knowledge to provide expert advice to clients.
Requirements
  • Diploma 4 qualification or higher, with a strong background in financial services.
  • Proven track record in relationship management, whole of market advice, and sales.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Passionate and committed individual who is dedicated to delivering exceptional service and results.
What We Offer

Eden Scott offers a highly competitive basic, pension, and commission package, as well as opportunities for professional development and growth.



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