Senior Financial Adviser: Grow an Established Client Book

Foster Denovo; Glasgow; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Discretionary bonus

Pension match up to 7.5%

Life assurance up to 4x salary

Income protection

Financial advice from in-house advisers

Interest-free season ticket loans

Shopping discounts

Job summary

A leading financial advisory firm in Glasgow seeks an experienced Financial Adviser to manage an existing book of business. The role involves building strong client relationships, ensuring compliance with financial advice standards, and generating new leads. The ideal candidate will have excellent interpersonal skills, be proactive, and possess a strong understanding of financial planning. A comprehensive benefits package is offered, including bonus schemes and pension contributions.

Qualifications

• Experience in financial advising is essential.
• Ability to build and maintain client relationships.
• Understanding of financial planning processes and compliance.

Responsibilities

• Act as a trusted Investment Adviser under the FSA rules.
• Ensure active clients have annual review meetings.
• Conduct financial advice processes following standards.
• Use cash flow tools for client financial scenarios.
• Build relationships with potential clients.
• Maintain client files to compliance standards.
• Generate leads from existing client banks.

Skills

Personable

Initiative

Client relationship understanding

Team player

Self-starter

Energetic

Job description

A leading financial advisory firm in Glasgow seeks an experienced Financial Adviser to manage an existing book of business. The role involves building strong client relationships, ensuring compliance with financial advice standards, and generating new leads. The ideal candidate will have excellent interpersonal skills, be proactive, and possess a strong understanding of financial planning. A comprehensive benefits package is offered, including bonus schemes and pension contributions.