Financial Adviser - developing to service existing clients
Due to increasing client enquiries plus existing excess business, a leading chartered advisers in Edinburgh city centre require an additional IFA to service current clients in place. This is an outstanding opportunity for a financial adviser looking to join a stable, supported and professional company - alternatively, an experienced and highly qualified paraplanner looking to take the next step in their career to advice in a genuine 'trainee' role.
Following reviewing legacy business and monitoring their current workloads, to maintain client service and keep up with new business there is an existing book to look after. Once you are settled in the company and familiar with their processes, there would be an expectation to develop this further however as it stands with their ongoing success and reputation it has meant ongoing business volumes. The complexity of advice would increase as you became more familiar with their model.
Full support and coaching would be provided to lesser experienced individuals through joint appointments and mentoring with their highly regarded advisers - generally chartered. The company are recognised for developing talent and significantly invest in their staff to continue professional development and have seen people move through the ranks throughout the years.
You will have your CAS status, pre requisite is minimum diploma and ideally further qualifications towards AF exams if joining as an experienced adviser or be a chartered paraplanner with a concrete knowledge of pensions/investments having worked in another IFA or practice.
Additionally, you will have an ethical and client orientated approach to your work and a professional demeanour. For an experienced paraplanner they can support provision of this. Fundamentally they need someone who fits in the company ethos, maintains their reputation, eager to learn and continually develop professionally particularly if as a financial planner/junior or trainee.
The business are offering a highly attractive salary with scope to increase over the years, bonus and benefits. Full paraplanning and admin support would be provided.
Please get in touch with to discuss this opportunity in more detail in the strictest of confidence, apply ASAP as they are eager to get screening processes in place as soon as possible.