Financial Adviser – Retirement Planning with Leads & Bonus

IDEX Consulting Ltd.; Glasgow; Hybrid; GBP 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Contributory pension

25 days' annual leave

Bonus scheme

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Relationship building

Communication skills

Retirement planning

Pensions knowledge

Ausbildung

Level 4 Diploma in Financial Advice

Jobbeschreibung

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.