Junior Financial Adviser/ Trainee IFA (diploma qualified)

Eden Scott; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

An expanding Wealth Management firm is seeking a Trainee Financial Adviser or Junior/Associate Adviser to join their team in Glasgow. This role offers a unique opportunity for a motivated, diploma-qualified individual or an experienced paraplanner to transition into Financial Advice. With a strong focus on client management and a supportive environment, candidates will have the chance to grow their own client portfolio while benefiting from a competitive salary and benefits package. This is an exciting opportunity to join a firm with a stellar reputation and a commitment to developing their employees.

Benefits

Competitive salary

Benefits package

Support during transition

OTE earnings

Qualifications

• Diploma-qualified individual with industry experience.
• Experience as a paraplanner or adviser in an IFA environment.

Responsibilities

• Acquire existing clients and develop a personal client base.
• Transition into Financial Advice with support from the firm.

Skills

Client Management

Financial Advice

Diploma in Financial Services

Motivation

Education

Diploma in Financial Services

Job description

An expanding Wealth Management firm is recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser, with a view to acquiring existing clients and, in due course, developing their own client base.

This is an excellent opportunity for a driven and motivated diploma-qualified individual with industry experience to transition into Financial Advice, gain their CAS status, and grow an existing client portfolio. It is also ideal for an experienced paraplanner seeking the next step in their career. The firm may also consider candidates close to obtaining their diploma who are currently working within an IFA environment, such as a paraplanner or adviser looking to move from a tied environment with support.

The company has grown significantly over recent years, adding to their impressive client portfolio. Their outstanding reputation and quality of service have driven their continued success, primarily through referrals and enquiries.

They are seeking an ambitious, client-focused, and motivated individual with diploma and client management experience to train up as an adviser. Alternatively, they welcome experienced paraplanners or those wishing to transition from a corporate environment to broaden their product knowledge or take on advisory responsibilities.

The firm offers support during the transition, including initial periods of up to a year if needed, to help new advisers learn the ropes, provided there is a genuine desire to develop in this role.

A competitive salary, benefits package, existing clients, and OTE earnings are available, with all terms open to negotiation. Interested candidates are encouraged to contact Alison Curran promptly for a confidential discussion.