Financial Advisor

JR United Kingdom; Paisley; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-respected financial advice firm in central Glasgow is seeking an Independent Financial Advisor (IFA) to join their expanding team. The successful candidate will manage a full client base with support and flexibility in a dynamic environment. This is a unique opportunity to grow within a thriving company that values ethical practices and work-life balance.

Qualifications

• Proven track record in relationship management.
• Experience in whole-of-market financial advice or provider services valued.
• Passionate and highly committed individuals preferred.

Responsibilities

• Manage a full client base with administrative and paraplanner support.
• Work flexibly to suit clients' needs and maintain client retention.

Skills

Relationship Management

Client Retention

Independent Working

Education

Diploma 4 qualified with CAS status

Job description

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IFA Opportunity in Central 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 inquiries, prompting the directors to seek additional support. They are truly ethical advisers who pride themselves on going 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 dealing with renewals or developing your client base, the key is fitting within their company culture. This is a rare opportunity to join their team externally.

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

Requirements include being diploma 4 qualified with CAS status and having a proven track record in relationship management, ideally within whole-of-market financial advice or provider services. Client retention is crucial. The ideal candidate is passionate, independent, highly committed, and dedicated to going the extra mile.

In return, you will join a company at a pivotal point in their history, where work/life balance is valued and supported.

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