Due to increasing client enquiries plus existing excess business, a leading regional Scottish advisers require an additional IFA in the Inverness area to service current clients in place. This is an outstanding opportunity for a financial adviser looking to join a stable, supported and professional company - with the encouragement and backup to further develop this base from their Inverness office.
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 but fundamentally their proposition is customer service driven with clients' best interests at heart. Looking towards the near future, there's upcoming succession planning to consider.
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 preferable but by no means a requirement. A concrete background in financial advicevis paramount as is a professional and confident attitude with an ability to build relationships.
The business are offering a highly attractive salary DOE/package 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.