Financial Adviser - Dundee

Gilson Gray LLP; Dundee; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a dynamic financial management team in Dundee, where your expertise as a Financial Adviser will directly impact clients' financial futures. This role offers the opportunity to build strong relationships with clients, providing tailored financial planning and advice. You will engage with a supportive team that values collaboration and individual contributions, ensuring a motivating work environment. With a focus on professional growth and client satisfaction, this position is perfect for those who are passionate about finance and eager to make a difference in clients' lives. If you're ready to take your career to the next level, this is the place for you.

Qualifications

• Proven experience in financial advising and client management.
• Strong analytical skills to design tailored financial strategies.

Responsibilities

• Contact clients to offer financial planning services and conduct reviews.
• Research and analyze to create personalized financial strategies.

Skills

Financial Planning

Client Relationship Management

Risk Analysis

Knowledge of Financial Products

Regulatory Compliance

Education

Degree in Finance or related field

Relevant Financial Certifications

Tools

Financial Analysis Software

CRM Software

Job description

Gilson Gray’s Financial Management team is part of Gilson Gray’s continuingly growing organisation. Gilson Gray LLP is a comprehensive law firm, offering expert legal, property, and financial services. We support clients throughout their entire lifetime. The Financial Management team have decades of experience in Wealth Management and can advise on every Financial related matter.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the utmost standard of service.

This role would be based in our Dundee office.

Our Team

We are looking to hire a highly driven Financial Adviser to join one of our successful Financial Management team in Dundee.

We are an enthusiastic team that support each other in order to achieve a great working environment. We value each other’s expertise and opinion and pride ourselves in offering an inclusive, enjoyable, and motivating place to work.

The Role

As a Financial Adviser at Gilson Gray you’ll be responsible for:

• Contacting existing and new clients to offer financial planning services
• Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
• Researching and analysing information to design financial strategies and prepare proposals to best suit individual clients’ requirements
• Completing analyses of clients’ attitude to risk in accordance with their financial planning decisions
• Reviewing and responding to clients’ changing needs and financial circumstances
• Providing clients with information on new and existing products and services
• Communicating with other relevant professionals in relation to clients’ circumstances
• Keeping up to date with legal, taxation, and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James’s Place products and services
• Liaising with clients in relation to changes to legislation that may affect their savings, investments, or plans
• Meeting the regulatory aspects of the role
• Participating in monthly marketing meetings and strategies for business development
• Performing reasonable tasks/Adhoc project work that may be required from time to time