Job Description
My client is a growing and highly reputable, stable wealth management practice. Due to expansion, further acquisitions a new job vacancy has become available for an experienced IFA in their team. The job will be home or office based but with a local office where you will have your own paraplanner and sales support along with available meeting rooms. In the job you will be servicing your book of business along with some provided to you initially due to their reputation, ties and client ties available. Average size of cases vary between 80-100k and higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. The job will mainly be advising home or office based with approximately one or two days in their Edinburgh or Glasgow office where you will have your own paraplanner and administrator to pass all paperwork to so your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients.