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Financial adviser

Dundee
s1jobs
Financial advisor
Posted: 6h ago
Offer description

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and ambitious plans for 2022, they have a new vacancy for an experienced adviser to join their Scotland team in the Dundee area.

In this role, you will service your book of business, maintain relationships, and grow organically. The case sizes vary but primarily involve medium to high net worth private clients across all areas of wealth. Your main responsibilities include securing and preserving contacts and accounts, acting as an ambassador for this high-profile company, and developing new business. The focus is on providing first-class service, utilizing market knowledge, and managing full administration and compliance support. Virtual meetings will be the primary mode of interaction, with an expected 1/3 face-to-face meetings. You will manage your own diary as you see fit.

To be considered, you must be diploma 4 qualified (advanced exams are advantageous but not required) and have a proven track record in relationship management and advice across all wealth areas. The ideal candidate is passionate, independent, highly committed, and willing to go the extra mile.

In return, you will have the opportunity to join a dynamic team during an exciting growth phase. The package includes a competitive basic salary, pension, and bonus. The client base is key to the region, and they aim to attract the best talent.

Our client is eager to interview and discuss this opportunity. To express interest, please submit your details as soon as possible to Alison Curran to discuss this and other market roles.

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