Financial Services Professional

2 weeks ago


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

**About the Role**

Eden Scott is a reputable and stable wealth management practice seeking an experienced Financial Services Professional to join their team. As a result of expansion, this new opportunity has arisen for an Independent Financial Services Advisor to service a client base with recurring income.


**Key Responsibilities**

• Service a book of business, including relationship management to secure and preserve client contacts and accounts.

• Act as an ambassador for the company, utilizing market knowledge to assist clients and provide first-class service.

• Work closely with a paraplanner and administrator to focus on relationship management and client service.


**Requirements**

• Diploma 4 qualification, ideally working towards Chartered or Chartered status.

• Proven track record in relationship management, whole-of-market advice, and sales.

• Passionate and independent individual with a strong commitment to delivering exceptional service.


**What We Offer**

• A highly competitive basic, pension, and commission package.

• The opportunity to join a stable and reputable wealth management practice during an exciting time in their history.



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