Wealth Manager / IFA - Edinburgh

Financial Advice
Ref: 385 Date Posted: Friday 15 Dec 2017
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Role:-                           IFA / Wealth Manager

Location:-                     Edinburgh

Salary:-                        up  to £60 000 base

 

If you are an advice-orientated financial planner then this would be an ideal role for you. 

Working very closely with your professional practice colleagues, your role will be to service the high net worth client base – who by their nature expect high and competent service levels. These clients are in the majority introduced by Partners from within the firm – and therefore it is also key to build strong and credible relationships with the Partners, both to maximise client service and also to encourage new referrals of clients. This is seen as the biggest opportunity – to win business introductions from a collaborative working relationship.

The business is not focussed on driving new business targets – client service, client satisfaction and the reputation of the firm are of paramount importance.  If you have AF3 then that would be an added bonus. 

If this sounds like the type of work that you would prefer to work in and with, as opposed to being micro-managed and endlessly targeted then please call Harris Keillar on 0131 557 9668 or 07779 048077 or email harris@keillar.com