Financial Adviser - Glasgow

Artemis Recruitment Consultants Ltd; Glasgow; On-site; GBP 60,000 - 75,000; Full time

Job summary

A leading recruitment firm is seeking a qualified Financial Adviser to join a dynamic team in Glasgow. The role involves providing comprehensive financial advice, building client relationships, and ensuring compliance with regulations. Candidates should possess a Level 4 Diploma and have at least 2 years of relevant experience, offering a pathway to Chartered status.

Qualifications

• Minimum 2 years’ experience as a Financial Adviser.
• Strong understanding of pensions and wealth management planning.
• Ability to convey complex information effectively.

Responsibilities

• Deliver quality holistic financial planning advice to clients.
• Build and maintain long-term client relationships.
• Conduct research and data analysis for client needs.

Skills

Communication

Negotiation

Analytical skills

Team player

Education

Level 4 Diploma in Financial Planning

Job description

Type of Position: Financial Adviser - Glasgow
Pay: £60k - £75k

Financial Adviser - Glasgow

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

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .