Senior Financial Services Specialist

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Title: Senior Financial Services Specialist

About the Role

This is a rare opportunity to join a highly reputable and stable wealth management practice as an experienced Independent Financial Advisor. The successful candidate will be responsible for servicing a client base with recurring income, while also contributing to new business growth through referrals and strong relationships.

The role involves primarily relationship management to secure and preserve existing contacts and accounts, as well as acting as an ambassador for this exceptional company. A paraplanner and administrator will be provided to handle paperwork, allowing you to focus on delivering first-class service and utilizing your market knowledge to assist clients.

To be considered, candidates must possess a Diploma 4 qualification and ideally be working towards Chartered or even Chartered status. A proven track record in relationship management, whole-of-market advice, and sales is essential. Passionate and independent individuals who are highly committed and dedicated are encouraged to apply.

In return, you can expect a highly competitive basic salary of £60,000 - £80,000, plus a pension and commission package that reflects your performance.



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