Financial Adviser, chartered or close

Eden Scott

Financial Adviser, chartered or close

£65000 - £90000 per annum + depending on experience, clients

Eden Scott, Kirkcaldy, Fife

  • Full time
  • Permanent

Posted 6 days ago, 9 Jul | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

job Ref: 1671861

Full Job Description

An award winning Chartered Financial Adviser firm have a unique opportunity for a Chartered (or close to completing) Financial Adviser or Senior IFA to join their team in Fife. This is a truly rare opportunity to join an well regarded practice 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 via gradual growth, succession planning 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 due to their approach to clients, 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. Whilst not a requirement for this position, they could also provide a safe home for any transferrable 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 having exams scheduled/recently passed to complete this status.

In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits,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 video calls/remote interviews as soon as possible so please get in touch with Alison Curran either by applying, or email to discuss further.

Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.