Independent Financial Advisor - Flexible Diary, Growth Role

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.

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

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.