Financial Adviser

Artemis Recruitment Consultants Ltd; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Holiday 25+ days

Discretionary bonus

Pension matching up to 7.5%

Life assurance

Income protection

In-house financial advice

Season ticket loan

Eye-care

Childcare support

Discount portal

Job summary

Artemis Recruitment Consultants Ltd in Glasgow seeks an experienced Financial Adviser to take over an established book of approximately 100 clients. You will build trusted relationships, deliver tailored financial plans, and provide ongoing review services to keep plans aligned with client needs and changes.

You will work with paraplanners, use cash-flow modelling tools, and generate new business through introducers while maintaining high compliance and exemplary client service.

Qualifications

• Experience as Financial Adviser with an established client book.
• Strong knowledge of UK financial planning and FCA rules.
• Excellent client-facing communication and service

Responsibilities

• Act as a trusted Investment Adviser under regulatory regimes and company procedures.
• Ensure annual reviews for all active clients and document meetings.
• Follow the firm's advice process and service standards.
• Utilise cash-flow modelling to illustrate impact of advice.
• Collaborate with paraplanners and client administration to deliver service.
• Develop new business from existing clients and introducers.

Skills

Client relationship management

Communication

Team collaboration

Proactive self-starter

Commercial awareness

Tools

Cash-flow modelling tools

Job description

An exciting opportunity for an experienced Financial Adviser

An excellent opportunity has arisen for an experienced Financial Adviser to take over an established book of business in our Glasgow office, comprising approximately 100 clients.

Purpose of the Role

The successful candidate will be responsible for developing strong, trusted relationships with existing clients, growing revenue from the client bank, and generating new business through referrals and other lead sources.

You will act as a trusted financial adviser to a portfolio of clients, taking the time to understand their financial circumstances, immediate needs and long-term aspirations. Working closely with the paraplanning team, you will develop appropriate financial plans and advice solutions designed to help clients achieve their goals.

You will also provide an outstanding ongoing review service, ensuring clients' financial plans continue to meet their needs and remain appropriate in light of changes to their personal circumstances, the economy or legislation.

Job Summary

• Act as a trusted Investment Adviser under the Approved Persons Certification Regime, in accordance with company procedures and FCA rules and guidance.
• Ensure all active clients receive their annual review meetings and that these are fully documented.
• Follow the firm's financial advice process and adhere to all relevant service standards, processes and procedures.
• Use cash-flow modelling tools, where appropriate, to bring clients' financial situations to life and demonstrate the impact and benefits of your advice.
• Work closely with the paraplanning and client administration teams to deliver an outstanding advice and service proposition.
• Build relationships with prospective clients with a view to converting prospects into long-term clients.
• Develop and maintain strong relationships with introducers and their staff, where applicable.
• Ensure all client files are maintained to the required compliance standards.
• Generate new business opportunities from the existing client bank and other lead sources.
• Build and maintain strong, long-term client relationships.

Key Skills and Personal Attributes

The successful candidate will be:

• Personable, professional and able to use their initiative.
• Skilled at understanding clients' goals, aspirations and financial needs.
• Aligned with the firm's values, ethos and strategic objectives.
• A strong team player who enjoys collaborating with colleagues.
• A self-starter who is motivated and commercially aware.
• Energetic, proactive and positive in their approach.
• Committed to delivering exceptional client service and building lasting relationships.

About Us

We are an established UK financial advice business with a strong network of Financial Advisers and support professionals across multiple offices throughout the country.

Our scale and resources enable us to provide high-quality financial advice and exceptional service to our clients, while creating a supportive and collaborative environment for our people.

Our culture is built around strong relationships, knowledge sharing and a genuine commitment to doing the right thing for our clients. We value our people and encourage them to think differently, collaborate and continually develop their skills and expertise.

We are proud of our strong reputation within the industry and our commitment to employee development, engagement and wellbeing.

What We Offer

Our benefits package includes:

• 25 days' holiday, increasing by one additional day per annum up to 30 days.
• Discretionary bonus.
• Employer pension contribution matching personal contributions up to a maximum of 7.5%.
• Life assurance of up to four times your salary.
• Income protection providing 75% of basic salary in the event of long-term sickness.
• Access to in-house financial advice and financial education.
• Interest-free season ticket loans.
• Eye-care benefits.
• Childcare support.
• Access to a shopping discounts and benefits portal, including discounts on holidays, gyms and high-street retailers.