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Senior Wealth Management Professional

2 months ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
About the Role

We are seeking a highly skilled and experienced 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 dealing with new business opportunities.

The ideal candidate will have a proven track record in relationship management, whole of market advice, and sales. You will be passionate about providing first-class service and utilizing your market knowledge to assist clients. In return, you will be offered a highly competitive basic, pension, and commission package.

Key Responsibilities:

  • Service a client base with recurring income
  • Deal with new business opportunities
  • Provide first-class service to clients
  • Utilize market knowledge to assist clients

Requirements:

  • Diploma 4 qualified
  • Working towards Chartered or Chartered status
  • Proven track record in relationship management, whole of market advice, and sales

What We Offer:

  • Highly competitive basic, pension, and commission package
  • Opportunity to work with a reputable and stable wealth management practice
  • Chance to develop your skills and expertise in a dynamic and supportive environment