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Financial Adviser
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HNW Financial Adviser/Financial Planner
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Eden Scott Scotland, United KingdomA highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. The right individual would be an adviser with several years' experience having worked with medium- ...
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Trainee Financial Advisor
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Apprenticeship Programme 2024
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Site Decommissioning Lead
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Banking Lawyer
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Financial Planner
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Sales Support Executive
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Commercial Manager
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Facilities Assistant
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Area Site Technician
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Head of Operations
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Area Account Manager Acute Care
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Financial Planner
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IDEX Consulting Ltd Scotland, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful ind ...
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Service Coordinator
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New Home Sales Executive
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Service Manager
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CRA Group Ltd Scotland, United KingdomUpload your CV and be the first to apply · 6 Months contract with a Local Authority · Job Summary: · This is an exciting full-time opportunity for six months, with the possibility to extend to join a dynamic public health team which has an excellent reputation. · This role wi ...
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Bid & New Business Manager
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Chief Executive Officer
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Administrative Officer
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With Kids Scotland, United KingdomMotherwell, North Lanarkshire (possibility of hybrid to suit business needs) (Hybrid) · Closing10th May 2024 · Advertised from 29th April 2024 · 25 hours per week. 12-month fixed term contract with a view to being extended, subject to funding. · Role · Role · Since 2003, Lanar ...
HNW Chartered Financial Adviser - Scotland, United Kingdom - IDEX Consulting Ltd
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Description
This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.
You will be able to manage an existing book of clients while also developing further business.
To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided.
Key Responsibilities
You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
You must outline with your clients the type of on-going service that they wish to receive.
You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained.
In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility.