Financial adviser (s) - servicing, admin, relocation package
A Top 100 firm (as voted by FT Adviser) have grown significantly due to acquisitions and ongoing client enquiries. As such during this exciting time in their growth, they require two financial advisers to join their wealth management team - one based in Haddington another in Berwick.
As a part of this growth strategy you will have the chance to add value, be a part of the start of their ambitious plans to expand although they have been prominent in the market for some time.
They are looking for individuals who are highly client focussed, able to offer holistic financial advice to an existing client base and service their existing client book. You would have the opportunity to grow and develop this further as fit but fundamentally the position will be about nurturing and developing these relationships and ties already in place. The client book is across all areas of wealth - pensions, investments, inheritance tax, protection, trust planning (not mortgages).
The successful individuals will be experienced advisers - ideally working towards chartered or happy to continue exams, but minimum diploma qualified. Highly client focussed, committed, able to work independently (no micro management), strong IT skills and able to adapt.
They will provide paraplanning and admin support, continuous improvement/CPD/exam support and offer an attractive package to the right individual - salary heavily depending on experience.
A relocation package can also be on offer to the right people as they are keen to attract the industry's best.
This is a truly unique opportunity to join this outstanding company at a pivotal point in their plans. All interviews taking place virtually at first and open to initial discussions to find out more informally.
Please get in touch to be considered as soon as possible and for a confidential discussion about your circumstances with Alison Curran prior to submission.