Financial Adviser - servicing
My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients.
In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients. An entire administrative team will be provided. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1/3rd face to face.
To be considered you must be diploma 4 qualified (advanced exams not required but advantageous) along with having a proven track record within relationship management, advice across all areas of wealth. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.
In return you will be offered a rare chance to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and bonus package. This client base is key to their region so they know they need to attract the best.
Our client is keen to interview/have initial discussions, so to express interest please submit your details asap to discuss this and potentially other roles in the market with Alison Curran