My client is a growing and highly reputable, stable wealth management practice. Due to expansion and further acquisitions, a new job vacancy has become available for an experienced IFA in their team. The job will be home or office-based, but with a local office where you will have your own paraplanner and sales support along with available meeting rooms.
In the job, you will be servicing your book of business along with some provided to you initially due to their reputation and client ties. The average size of cases varies between 80-100k and higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their accounts, along with acting as an ambassador for this exceptionally high-profile company. The role will mainly be advising from home or office-based, with approximately one or two days in their Edinburgh or Glasgow office where you will have your own paraplanner and administrator to pass all paperwork to, allowing you to focus solely on providing first-class service and utilizing your market knowledge to assist clients.
To be considered, you must be diploma 4 qualified, ideally chartered or open to working towards it, along with having a proven track record within relationship management, whole of market advice, and sales. You will be a passionate and independent individual who is highly committed and truly goes the extra mile.
In return, you will be offered a rare and exciting opportunity to join them during a significant time in their history. You will be rewarded with a highly competitive basic salary, pension, and commission package.
This job is currently at interview stage, so to express interest, please submit your details ASAP to discuss further with Alison Curran.
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