Financial Adviser

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 55,000; Full time

Job summary

A respected advisory firm in Scotland is seeking a qualified adviser to provide tailored financial planning advice. The role includes advising clients on pensions and investments, conducting detailed meetings, and ensuring excellent client relationship management. Candidates must hold a Level 4 qualification in financial planning, with experience in the financial services sector being essential. A proactive approach and attention to detail are crucial for success.

Qualifications

• Level 4 qualification in financial planning is essential.
• Experience in advising clients on pensions, investments, and protection.
• Ability to communicate complex information clearly.

Responsibilities

• Provide regulated financial advice to clients.
• Conduct in-depth fact-finding meetings and write reports.
• Maintain a schedule of regular client reviews.

Skills

Client relationship building

Communication

Attention to detail

Organizational skills

Education

Level 4 qualification in financial planning

Job description

If you're a qualified adviser who thrives on building lasting client relationships and delivering practical, tailored financial planning advice, this could be the ideal next step. This is an opportunity to work in a respected advisory firm where client service and integrity are central to everything they do.

Location

Duties for this role include, but are not limited to:

• Providing regulated financial advice to both new and existing clients across pensions, investments, savings, and protection.
• Conducting in-depth fact-finding meetings, writing financial planning reports, and presenting recommendations in a clear, client-focused manner.
• Maintaining a schedule of regular client reviews and ensuring timely follow-up actions.
• Working collaboratively with the administration team to ensure accurate preparation and follow-up of reviews and suitability reports.
• Monitoring and managing the department's performance, including the preparation of quarterly board reports.
• Overseeing and guiding administration staff, ensuring internal procedures remain up to date and fit for purpose.
• Reviewing investment platforms and providers and contributing to the internal investment committee.
• Supporting business development activities, including asking for referrals, following up marketing campaigns, and identifying new planning opportunities.
• Maintaining all CPD and professional qualifications in line with industry standards.

Skills / Qualifications

The ideal candidate will hold a Level 4 qualification in financial planning, which is essential for this role. Candidates should ideally be qualified through the Chartered Insurance Institute (CII) to Level 4 and hold the DipPFS designation (Diploma in Regulated Financial Planning), or alternatively, hold the DipFA qualification awarded by the London Institute of Banking & Finance (LIBF). Other Level 4 qualifications may be considered, provided they meet regulatory requirements for delivering financial advice. Substantial experience in advising clients on pensions, investments, and financial protection is expected. A proactive, relationship-led approach and the ability to communicate complex information in a clear, reassuring manner are essential. Strong attention to detail, excellent organisational skills, and the ability to work both independently and within a team environment will ensure success in this role.

For a full job description or further information on this role please call 711188, or email [e-mail]. If you wish to apply for this role, please submit your CV via the Apply Now button below.