Financial adviser

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

In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily medium - higher net worth private clients across all areas of their wealth. The job will be to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company to develop new business.

Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients with full administartion / compliance backup. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1 / 3rd face to face.