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Eden Scott
,
Dunfermline, Fife
Financial Adviser - client base on offer
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Contract Type: Permanent |
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Overview
My client is a growing and highly reputable and growing Chartered wealth management practice. Due to expansion, they have a requirement for an experienced IFA in their team. In the job you will be servicing your book of business along with some provided to you initially due to their reputation, ties and client ties available. Average size of cases vary but primarily higher net worth private clients across all areas of their wealth within one specific niche area that they will train you on. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients. An entire administrative team will be available. To be considered you must be diploma 4 qualified with experience as a financial adviser either tied or not, along with having a proven track record within relationship management, retention and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile. They will be able to train and develop an Adviser from provider or bancassurance background but have a strong preference for Chartered or a desire/close to obtaining status. In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and commission package with the chance to build a client bank. This job is currently at interview so to express interest please submit your details asap or call Alison Curran on 01315501125 to discuss this and other roles in the strictest of confidence.