Financial adviser

Eden Scott; Scotland; On-site; GBP 30,000 - 60,000; Full time

Job summary

A reputable wealth management practice south of Glasgow is seeking an experienced Independent Financial Advisor (IFA) due to business expansion. The successful candidate will receive a supportive structure including a paraplanner and sales support, alongside a competitive salary and commission package.

Benefits

Competitive basic salary

Pension

Commission package

Qualifications

• Must be Diploma 4 qualified and CAS status.
• Proven track record in relationship management.
• Experience in whole market advice and sales is ideal.

Responsibilities

• Manage existing client relationships and develop new client base.
• Work closely with paraplanner and sales support.
• Adapt to varying complexities of cases based on experience.

Skills

Relationship Management

Whole of Market Advice

Sales

Education

Diploma 4

CAS Status

Job description

My client is a growing and highly reputable, independent stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team based south of Glasgow.

You will have your own paraplanner and sales support, along with a client base for the successful candidate. The complexity of cases can depend on the level of experience, whether it be dealing with renewals or developing their client base. Fundamentally, as an independent practice, they need someone who fits within their company culture.

To be considered, you must be Diploma 4 qualified with CAS status, along with having a proven track record within relationship management, whole of market advice ideally, and sales. You will be a passionate and independent individual who is highly committed and truly goes the extra mile.

In return, you will be offered a rare and exciting opportunity to join them and be part of an exciting time in their history. You will be rewarded with a competitive basic salary, pension, and commission package.

This job is currently moving to interview. To express interest, please submit your details as soon as possible to discuss in full with Alison Curran prior to submission.