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Job Description
Our client is a growing and highly reputable wealth management firm at an exciting stage in their development. Due to expansion and ambitious plans for 2022, they have a new vacancy for an experienced adviser to join their Scotland team in Dundee.
The role involves servicing your existing book of business, maintaining relationships, and organic growth. The client base consists mainly of medium to high net worth private clients across various wealth areas. Your focus will be on providing excellent service, utilizing your market knowledge, and managing client accounts with full administration and compliance support. Virtual meetings will be common, with flexible diary management and approximately one-third of meetings face-to-face.
To be considered, you must be diploma 4 qualified (advanced exams are advantageous but not required) with a proven track record in relationship management and wealth advice. Candidates should be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will have the opportunity to join a prestigious firm 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 top talent.
Interested candidates are encouraged to submit their details promptly for initial discussions, which could include other roles in the market, with Alison Curran.
Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Staffing and Recruiting
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