Independent Financial Adviser – Flexible Growth Role

Eden Scott

Glasgow

On-site

GBP 40,000 - 70,000

Full time

14 days+
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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

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.
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