Near chartered/ chartered financial Adviser - clients available

Eden Scott; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Job summary

A prestigious Chartered Financial Adviser firm located in Glasgow is seeking a Chartered Financial Adviser or an individual nearing this qualification to join their team. This role promises opportunities for meaningful client interaction and growth within an industry leader recognized for its ethics and client service. The ideal candidate will have experience with high net worth clients and should embody a commitment to providing exceptional financial advice.

Benefits

Attractive salary

Leading benefits

Strong administrative support

Qualifications

• Experience with medium-high net worth clients.
• Pension transfer/cashflow experience is a benefit but not required.

Responsibilities

• Servicing, retaining, and developing client relationships.
• Providing exceptional financial advice to clients.
• Gaining referrals to grow the client base.

Skills

Client Service

Relationship Management

Providing Exceptional Advice

Education

Chartered Financial Adviser (or near completion)

Job description

A multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.

The vacancy is due to growth of the firm via gradual, specific acquisitions , increasing new business and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.

In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow.

The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other practise.

Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional benefit but not a prerequisite.

In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never mind further anticipated further growth. A truly rare opportunity for a first-class financial adviser who is interested in a change.

They are keen to carry out video calls/remote interviews as soon as possible so please get in touch with Alison Curran either by applying, or email [e-mail] to discuss further.

Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.