Desk Based Adviser (Glasgow)

IDEX Consulting; Glasgow; Hybrid; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor to join their desk-based team. This role primarily allows for home-based work with occasional visits to the Glasgow office. You'll thrive in a fast-paced environment, managing a high volume of clients while focusing on providing tailored financial advice. With a strong support team handling paraplanning and administrative tasks, you can concentrate on what you do best. If you're passionate about financial advisory and ready to take your career to the next level, this position offers an excellent opportunity to grow and succeed.

Qualifications

• Applicants must hold a Financial Advisory Level 4 qualification.
• Efficient and methodical individual who enjoys managing clients.

Responsibilities

• Establish contact with clients and gather information for suitable advice.
• Draft suitability letters that comply with FCA guidelines.
• Complete all basic documentation thoroughly.

Skills

Financial Advisory Level 4 qualification

Client Management

Documentation Skills

Communication Skills

Job description

Job Opportunity: Financial Advisor

IDEX Consulting is partnering with a national advisory firm to recruit a desk-based Financial Advisor to join their successful team.

The role is primarily home-based, with occasional visits to the Glasgow head office, typically once a month.

This position operates in a fast-paced environment, ideal for an efficient and methodical individual who enjoys managing a high volume of clients.

The company boasts a strong Paraplanning and administrative team, along with colleagues dedicated to scheduling client review meetings, allowing you to focus solely on providing financial advice.

Applicants must hold a Financial Advisory Level 4 qualification to be considered.

Key Responsibilities:

1. Establish contact with clients and gather sufficient information to provide suitable advice, ensuring all necessary material is collected to support recommendations.
2. Complete all basic documentation thoroughly.
3. Draft clear suitability letters that comply with FCA guidelines.
4. Undertake relevant CPD to maintain professional competence.

In return, you will receive an excellent salary with uncapped bonus potential.

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At IDEX, we foster an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing, measurable effort. We are committed to promoting conscious inclusion and creating equitable pathways within our organization.