Financial Adviser, High Net Worth, Chartered firm
My client is a highly prestigious and reputable Advisory firm based in Edinburgh city centre. Due to further expansion and proposed business growth for a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history.
The company are 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 able to 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 Edinburgh market ensures that the Wealth team are consistently growing.
What they are looking for is an individual with or without clients to transfer. Regardless of FUM, with the level of business their IFAs are writing they need someone who is used to writing circa 200k/annum with the ambition, drive to utilise the network they have. You must be able to act quickly, be flexible, as unexpected meetings can be brought on at short notice.
The company offer a strong, high calibre administrative team and an impressive outfit for the successful individual. They will fully support you with what you wish to do with any clients you transfer as they know you are the best informed as to how to manage them and they will remain yours. Any areas of strengths, weaknesses or where you feel you may need assistance they will coach/train accordingly given the flexible nature of the firm.
There is a signifcant salary on offer depending on experience and client base, company benefits and a first class admin team, generally on a 1:1 basis to ensure you are focussing on what you do best.
Please get in touch as soon as possible to discuss this role, along with other opportunities in the area. Follow the 'apply now' link - all conversations and applications would be held highly confidentially prior to progressing.