My client is a highly prestigious and reputable Advisory firm based in Edinburgh city centre. Due to further expansion and proposed business growth, a vacancy has arisen for a first-class Financial Adviser to join their team during an exciting time in their history.
The company is an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who has an ability to interact at this level and provide a service to Senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals. This, along with their strong grasp of the Edinburgh market, ensures that the Wealth team is consistently growing.
What they are looking for is an individual with or without clients to transfer. Regardless of FUM, with the level of business their IFAs are writing, they need someone who is used to writing circa 200k/annum with the ambition and drive to utilize the network they have. You must be able to act quickly and be flexible, as unexpected meetings can be brought on at short notice.
The company offers a strong, high-caliber administrative team and an impressive outfit for the successful individual. They will fully support you with what you wish to do with any clients you transfer, as they know you are the best informed on how to manage them, and they will remain yours. Any areas of strengths, weaknesses, or where you feel you may need assistance, they will coach/train accordingly given the flexible nature of the firm.
There is a significant salary on offer depending on experience and client base, company benefits, and a first-class admin team, generally on a 1:1 basis to ensure you are focusing on what you do best.
Please get in touch as soon as possible to discuss this role along with other opportunities in the area. Follow the 'apply now' link - all conversations and applications will be held highly confidentially prior to progressing.
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