Financial Adviser - Glasgow

Artemis Recruitment Consultants; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company seeks a motivated Financial Adviser in Glasgow to deliver high-quality financial planning advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and at least two years of relevant experience. Responsibilities include maintaining client relationships and providing tailored financial solutions. This role requires strong communication and analytical skills, with a focus on compliance and ethical practices.

Qualifications

• Minimum of 2 years' experience as a Financial Adviser.
• Strong understanding of pensions and wealth management.
• Ethical and professional approach to work.

Responsibilities

• Deliver holistic financial planning advice to clients.
• Maintain long-term relationships through quality service.
• Adhere to compliance with FCA regulations.

Skills

Communication

Negotiation

Analytical

Research

Problem Solving

Education

Level 4 Diploma in Financial Planning

Job description

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Our client is looking to welcome a Financial Adviser into their team in Glasgow, to advise clients as appropriate to their circumstances and objectives.

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to:

- provide technical and investment advice on all aspects of client’s requirements and wealth management planning
- create, build and maintain long-term client relationships, through quality of service and advice
- communicate information to clients in a manner appropriate for their level of understanding
- maintain own knowledge of current affairs and the potential impact on client issues
- explain the potential benefits and disadvantages of various products and services recommended to clients
- conduct research and data analysis for both the client and special projects
- keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
- adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
- adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

- have a Level 4 Diploma in Financial Planning
- have a minimum of 2 years’ experience in a Financial Adviser capacity
- have strong understanding of the full range of pensions and wealth management planning solutions
- be highly driven, self-motivated, have high initiative and be a good team player
- be able to research, analyse and interpret a diverse range of highly technical information
- possess excellent communication and negotiation skills
- have excellent literacy, numeracy, and IT skills
- be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
- have an ethical and professional approach to work

Qualification requirements

We expect an individual in this role to hold the following qualifications:

- The minimum level is “level 4” Diploma with the aim of achieving Chartered status