Director, Senior Financial Adviser (Chartered preferred)
Director/senior financial planner required to join a growing firm with a central Edinburgh office. An exceptionally rare opportunity has arisen for ideally a chartered IFA to join their team as a part of the management board. There is a HNW client base available, so transferrable clients are not required.
The company are an exceptionally professional practice with a strong administrative team. 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 able to provide a service to Senior clients. The wealth team are consistently set to grow as client demands increase due to ongoing enquiries.
What they are looking for is an individual with a client focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM applicants have, clients are not required with the level of business their IFAs are writing, particularly with the bank to manage. They need someone who is used to working with HNW clients with the ambition, drive to utilise the network they have.
The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual. Client base in excess of 40m renewable income.
There is a signifcant salary on offer depending on qualifications/experience, shares in the firm, bonus and benefits. This is a key appointment for the practice so team fit is vital.
To discuss in the strictest of confidence please apply to discuss further. They are keen to progress to initial discussions as soon as possible.