Remote Financial Advisor – High-Volume, Uncapped Bonus

IDEX Consulting; Glasgow; Hybrid; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor to join their desk-based team. This role primarily allows for home-based work with occasional visits to the Glasgow office. You'll thrive in a fast-paced environment, managing a high volume of clients while focusing on providing tailored financial advice. With a strong support team handling paraplanning and administrative tasks, you can concentrate on what you do best. If you're passionate about financial advisory and ready to take your career to the next level, this position offers an excellent opportunity to grow and succeed.

Qualifications

• Applicants must hold a Financial Advisory Level 4 qualification.
• Efficient and methodical individual who enjoys managing clients.

Responsibilities

• Establish contact with clients and gather information for suitable advice.
• Draft suitability letters that comply with FCA guidelines.
• Complete all basic documentation thoroughly.

Skills

Financial Advisory Level 4 qualification

Client Management

Documentation Skills

Communication Skills

Job description

An established industry player is seeking a dedicated Financial Advisor to join their desk-based team. This role primarily allows for home-based work with occasional visits to the Glasgow office. You'll thrive in a fast-paced environment, managing a high volume of clients while focusing on providing tailored financial advice. With a strong support team handling paraplanning and administrative tasks, you can concentrate on what you do best. If you're passionate about financial advisory and ready to take your career to the next level, this position offers an excellent opportunity to grow and succeed.