Financial Adviser

Idex; Glasgow; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Contributory pension

25 days' annual leave

Bonus scheme

Job summary

IDEX Consulting Ltd. in Scotland is seeking an experienced Financial Adviser to deliver holistic financial planning and retirement advice for professional clients. Focus on quality advice with company-generated leads and an existing client bank.

You'll meet clients virtually with some travel across Scotland, build long-term relationships, and participate in retirement planning webinars and seminars while maintaining high compliance standards.

Qualifications

• Minimum Level 4 Diploma in Financial Advice or equivalent qualification.
• Previous experience as a Financial Adviser or Financial Planner.
• Strong knowledge of pensions, investments and protection.
• Excellent communication skills and confidence presenting to groups.
• A client-focused, professional and proactive approach.
• The ability to manage existing relationships while developing new business opportunities.

Responsibilities

• Provide professional, tailored advice across pensions, investments and protection.
• Develop new business opportunities from leads provided by the company.
• Manage and grow an established client bank.
• Build long-term client relationships.
• Deliver retirement planning webinars, seminars and presentations to professional audiences across Scotland.
• Prepare suitable recommendations and maintaining high standards of regulatory compliance.
• Contribute to the firm\'s continued growth while maintaining excellent client outcomes.

Skills

Relationship building

Communication skills

Retirement planning

Pensions knowledge

Education

Level 4 Diploma in Financial Advice

Job description

Financial Adviser

Established Client Bank | Company-Generated Leads | Excellent Bonus Potential

Are you an experienced Financial Adviser looking for an opportunity where you can focus on delivering quality advice rather than constantly chasing new business?

We\'re working with an established, specialist financial advice business that has built a strong reputation for delivering personalised financial planning and retirement advice to a well-defined professional client base across Scotland.

This is an excellent opportunity to join a business with an established source of client enquiries, an existing client bank and genuine opportunities to develop long-term client relationships.

The Opportunity

As a Financial Adviser, you\'ll be responsible for providing holistic financial advice across pensions, investments and protection, with a particular focus on retirement planning.

You\'ll benefit from:

• Company-generated leads - an established source of new client opportunities, allowing you to concentrate on delivering advice.
• An existing client bank - develop and maintain relationships with clients who already value the firm\'s services.
• Monthly performance-related bonus - the opportunity to be rewarded for your contribution and achievements.
• Specialist retirement planning - develop expertise in occupational pension arrangements and support clients making important retirement decisions.
• Predominantly virtual client meetings - engage with clients via video, with occasional face-to-face appointments.
• A collaborative environment - work alongside an experienced management team within an established advice business.

What You\'ll Be Doing

You\'ll manage relationships with new and existing clients, helping them navigate important financial decisions and plan confidently for their future.

Your responsibilities will include:

• Providing professional, tailored advice across pensions, investments and protection.
• Developing new business opportunities from leads provided by the company.
• Managing and growing an established client bank.
• Building trusted, long-term client relationships.
• Delivering retirement planning webinars, seminars and presentations to professional audiences across Scotland.
• Preparing suitable recommendations and maintaining high standards of regulatory compliance.
• Contributing to the firm\'s continued growth while maintaining excellent client outcomes.

About You

We\'re keen to speak with Financial Advisers who enjoy building relationships and are passionate about delivering a high standard of financial advice.

You\'ll ideally have:

• A minimum Level 4 Diploma in Financial Advice or equivalent qualification.
• Previous experience as a Financial Adviser or Financial Planner.
• Strong knowledge of pensions, investments and protection.
• Excellent communication skills and confidence presenting to groups.
• A client-focused, professional and proactive approach.
• The ability to manage existing relationships while developing new business opportunities.

Previous experience advising on occupational pension schemes would be advantageous, although the opportunity to develop specialist knowledge is a key part of the role.

What\'s on Offer?

• Established financial advice business with a strong professional client base.
• Company-generated leads and an existing client bank.
• Monthly performance-related bonus scheme.
• Contributory pension.
• 25 days' annual leave.
• Monday to Friday working.
• Predominantly video-based client meetings, with some travel across Scotland.
• Opportunity to develop specialist retirement planning expertise.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.