Job Opportunity: Financial Planner
A multiple award-winning Chartered Financial Adviser firm with offices across Scotland requires a new financial planner to work hybrid from their Inverness office due to ongoing growth. Chartered preferred (or close to completing) but not a prerequisite. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.
The vacancy is due to growth of the firm, increasing new business, and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.
In the role, you would be servicing, retaining, and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. While not a requirement for this position, they could also provide a safe home for any transferable business when restrictive covenants allow.
The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other practice.
Ideally, the successful candidate will be Chartered or at least close to obtaining it, having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional benefit but not a prerequisite.
In return, they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin/paraplanner support available, and a chance to be a part of their continued growth. A truly rare opportunity for a first-class financial adviser who is interested in a change.
They are keen to carry out initial discussions/remote interviews as soon as possible, so please get in touch with Alison Curran either by applying or emailing alison.curran@edenscott.com to discuss further.
Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.
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