Senior Financial Adviser (Chartered)
My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth 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 market ensures that the Wealth team are consistently set to grow.
What they are looking for is an individual with a client focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM as clients are not required with the level of business their IFAs are writing they need someone who is used to working with HNW clients 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.
There is a signifcant salary on offer depending on qualifications/experience, 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. All conversations and applications would be held highly confidentially.