Wealth Management Consultant

Exchange Street Financial Services ,
Glasgow, City of Glasgow
More Details
Job Type: Full-time

Overview

On the biggest case of their life, you’re the one to ensure it goes without a hitch. You’re Chartered. A Fellow. You’re the person people turn to. And here, you’ll be the expert for every adviser in Scotland that needs you. You’ll have a multi-faceted job. You’ll be CF30 authorised and work with advisers on cases worth millions, providing expert guidance. A business sale will be one such example. And you’ll have to know about BR schemes, how to value using EBITDA and understand Entrepreneurial Relief. You’ll present too. At client events and location meetings. And you’ll work with advisers on a 1-1 basis. You get your satisfaction from providing solutions to cases that stump everyone else. Satisfaction from working with others for the benefit of the client. You’ll be well paid in this role, but for you it isn’t all about the money. You’ll have strong knowledge around estate planning as that is the starting point for most referrals. You’ll be a Chartered Financial Planner that loves technical detail. But you won’t be an exam collector. For you it’s about the thirst for knowledge, not the quest for status. This team has come from a variety of backgrounds. Additions have come from the intermediary market. The best BDMs have a holistic approach. They solve problems for their advisers. And here you’ll be solving issues for advisers working on the biggest case of their life. This is a company that doesn’t talk about professional development. It acts. That rewards people not only with good basics. They pay a sizeable bonus and offer a very attractive benefits package. This includes a generous car allowance and share options. A high-profile outfit that ensures its advisers are the best supported in the market. This is a home-based role with travel across Scotland. Click apply and send a CV (no matter how out of date it is) or contact details. We will be in touch.

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