Senior Financial Adviser

3 days ago

Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth, a vacancy has arisen for a first-class Financial Adviser to join their team during an exciting time in their history.

The company is an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who has an ability to interact at this level and provide a service to Senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals. This, along with their strong grasp of the market, ensures that the Wealth team is consistently set to grow.

What they are looking for is an individual with a client-focused approach, a relationship builder, and maintainer as opposed to a salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone who is used to working with HNW clients with the ambition and drive to utilize the network they have. You must be able to act quickly and be flexible, as unexpected meetings can arise at short notice.

The company offers a strong, high-caliber administrative team and an impressive environment for the successful individual.

There is a significant salary on offer depending on qualifications/experience, company benefits, and a first-class admin team, generally on a 1:1 basis to ensure you are focusing on what you do best.

Please get in touch as soon as possible to discuss this role. All conversations and applications will be held highly confidentially.


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