Financial Advisor

Eden Scott; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Job summary

A well-respected financial advisory firm in Glasgow is seeking an Independent Financial Adviser to join their growing team. The successful candidate will receive a full client base, administrative support, and will enjoy a flexible working environment. Candidates must be Diploma 4 qualified with CAS status and have proven experience in relationship management and client retention. This is an exciting opportunity to contribute to the firm's future direction while maintaining a healthy work-life balance.

Qualifications

• Proven track record within relationship management.
• Experience in whole of market financial advice.
• Ability to develop client base.

Responsibilities

• Manage a full client base with support.
• Flexibly manage your own diary.
• Contribute to direction steering of the business.

Skills

Relationship management

Client retention

Ethical advising

Education

Diploma 4 qualified with CAS status

Chartered or close to obtaining

Job description

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. Chartered or close to obtaining preferred. 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.