My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, they have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area.
In the job, you will be servicing your book of business along with maintaining relationships and growing organically. The average size of cases varies but primarily involves medium to higher net worth private clients across all areas of their wealth. The job will be to secure and preserve the contacts they have and their accounts, along with acting as an ambassador for this exceptionally high-profile company to develop new business. Your time is focused solely on your passion for providing first-class service and utilizing your market knowledge to assist clients with full administration/compliance backup. Virtual meetings will mostly be the way forward, but you'll be left to manage your diary as you see fit, anticipating approximately 1/3rd face-to-face meetings.
To be considered, you must be diploma 4 qualified (advanced exams not required but advantageous) along with having a proven track record within relationship management and advice across all areas of wealth. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.
In return, you will be offered a rare chance to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic salary, pension, and bonus package. This client base is key to their region, so they know they need to attract the best.
Our client is keen to interview/have initial discussions, so to express interest, please submit your details as soon as possible to discuss this and potentially other roles in the market with Alison Curran prior to progressing.
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