Financial Advisor

JR United Kingdom; Brighton; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading financial adviser firm in Glasgow is searching for a qualified Financial Adviser to join their expanding team. Offering support and a client base, this role emphasizes ethical practice, flexibility, and the opportunity to influence the firm's growth. Ideal candidates possess strong relationship management skills and a diploma 4 qualification. Join during this exciting growth phase to help shape the future.

Qualifications

• Diploma 4 qualified with CAS status.
• Proven track record in relationship management.
• Passionate, independent, and committed.

Responsibilities

• Manage your own client base with diary flexibility.
• Provide ethical financial advice and build client relationships.
• Contribute to firm growth during significant expansion.

Skills

Relationship Management

Client Retention

Whole-of-Market Financial Advice

Education

Diploma 4 qualification

Job description

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Financial Adviser Role in Glasgow

After continued growth over the past 2 to 3 years, a well-respected financial adviser firm in central Glasgow is seeking a new IFA to join their expanding team. The business has been thriving with increasing new business and ongoing client enquiries, leading the directors to seek additional support. They pride themselves on being truly ethical advisers who go the extra mile.

The successful candidate will be provided with a full client base, along with administrative and paraplanner support.

You will have the flexibility to manage your own diary to best suit your clients and work in a flexible environment.

The complexity of cases will depend on your level of experience. Whether handling renewals or developing your client base, the key is to fit within their company culture. This is a rare opportunity to join a firm during a significant growth phase.

This is an exciting time to join, as the firm has experienced rapid growth and new team members can influence the future direction of the business.

To be considered, you must be diploma 4 qualified with CAS status and have a proven track record in relationship management, ideally with whole-of-market financial advice or provider experience. Client retention is essential. You should be passionate, independent, highly committed, and willing to go the extra mile.

In return, you will join a forward-thinking company that values work/life balance during this pivotal period in their history.

This position is currently moving to interview. To express interest, please submit your details promptly to discuss further with Alison Curran prior to application.