Desk Based Adviser (Glasgow)

IDEX Consulting; Glasgow; Remote; GBP 40,000 - 60,000; Full time

Job summary

A national advisory firm is seeking a desk-based Financial Advisor to join their team. The role is primarily home-based with occasional visits to the Glasgow office. Responsibilities include establishing client contacts, preparing documentation, and ensuring compliance with Financial Conduct Authority guidelines. Candidates must hold a Financial Advisory level 4 qualification. This position offers excellent salary and uncapped bonus potential.

Qualifications

• Must have obtained a Financial Advisory level 4 qualification to be considered for the role.

Responsibilities

• Establish contact with clients to gather necessary information for advice.
• Complete all basic documentation for the advice thoroughly.
• Ensure suitability letter meets Financial Conduct Authority guidelines.
• Undertake relevant continuing professional development (CPD).

Skills

Financial Advisory level 4 qualification

Client relationship management

Documentation accuracy

Job description

Job description

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team.

The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month).

The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients.

The business has a strong Paraplanning and administrative team, along with colleagues who are dedicated to filling your diary with client review meetings. Therefore, you are afforded the ability to purely focus on the client and offering financial advice.

You must have obtained a Financial Advisory level 4 qualification to be considered for the role.

Typical responsibilities include;

• Establish contact with clients and gather sufficient information needed to provide suitable advice, whilst ensuring there is enough material information to support the recommendations
• Complete all basic documentation for the advice thoroughly
• Ensure that the suitability letter is clear and caters for all the areas covered in the Financial Conducts Authority guidelines
• Ensure suitable and relevant CPD is undertaken to maintain competence

In return you will receive an excellent salary and bonus potential is huge and uncapped.