Independent financial adviser

Eden Scott; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A well-respected financial adviser firm in Glasgow seeks an Independent Financial Adviser (IFA) to manage a full client base and support team. Candidates must hold a Diploma 4 and CAS status, with strong relationship management skills. This is a unique opportunity to join a rapidly growing firm that values work/life balance.

Qualifications

• Proven track record in relationship management.
• Experience in whole-of-market financial advice is preferred.
• Passionate, independent, and highly committed.

Responsibilities

• Manage a full client base with administrative support.
• Develop client relationships and handle renewals.
• Fit within company culture and values.

Skills

Relationship Management

Client Retention

Whole-of-Market Financial Advice

Education

Diploma 4 Qualification

CAS Status

Job description

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 growing team. The business has been consistently successful, with increasing new business and existing 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 environment.

The complexity of cases will depend on your experience level. Whether handling 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 firm has experienced rapid growth in recent years, and new team members can help shape the future of the business.

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

In return, you will join a firm that values work/life balance during this exciting period of growth.

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