Financial Advisor

Eden Scott; Glasgow; On-site; GBP 40,000 - 65,000; Full time

Job summary

A financial advisory firm in Glasgow is seeking an Independent Financial Adviser (IFA) to join their growing team. This role offers a full client base with administrative support and the flexibility to manage your own diary. The ideal candidate will be Diploma 4 qualified with CAS status and possess a proven track record in relationship management. This is a unique opportunity to be part of an exciting period of growth within the company.

Qualifications

• Proven track record within relationship management.
• Experience in whole of market financial advice is preferred.
• Strong client retention focus.
• Strong client retention focus.
• Independent, highly committed and goes the extra mile.

Responsibilities

• Work with a full client base with support.
• Deal with renewals and develop the client base.
• Manage your own diary in a flexible environment.
• Contribute to shaping the business direction.

Skills

Relationship management

Client retention

Independent working

Education

Diploma 4 with CAS status

Job description

Overview

After continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advisers who pride themselves in going the extra mile.

The successful individual will be provided with a full client base, adminitrative and paraplanner support.

You'd have the ability to manage your own diary as best works for you and your clients in a flexible working environment.

The complexity of cases can depend on the level of experience. Whether it be to deal with renewals or to develop their client base - fundamentally for them they need someone who fits within their company culture with this being a rare time to recruit externally.

This is a truly exciting time to be joining them as they've experienced rapid growth over the past few years and anyone joining could be a part of steering the direction of the business.

To be considered you must be diploma 4 qualified with CAS status, along with having a proven track record within relationship management, ideally whole of market financial advice (or provider) and client retention is key. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.

In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history where work/life balance is key.

This job is currently moving to interview. To express interest please submit your details as soon as possible to discuss in full with Alison Curran prior to submission.

Responsibilities

• Work with a full client base, with adminitrative and paraplanner support.
• Deal with renewals and/or develop the client base; case complexity will depend on experience.
• Manage your own diary as best works for you and your clients in a flexible working environment.
• Contribute to shaping the direction of the business by aligning with company culture during a period of growth.

Qualifications

• Diploma 4 qualified with CAS status
• Proven track record within relationship management
• Experience in whole of market financial advice (or provider) is preferred
• Strong client retention focus
• Independent, highly committed and goes the extra mile

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance, Sales, and Consulting
• Industries: Financial Services and Banking