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Financial Advisor

Reed
Posted 12 hours ago, valid for a month
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Financial Adviser opportunity is available in Glasgow for candidates with 1-2 years of experience.
  • The role involves building client relationships, delivering high standards of service, and developing new business opportunities.
  • Candidates must be Level 4 qualified and possess excellent communication and entrepreneurial skills.
  • The position offers a comprehensive salary dependent on experience, along with a lucrative bonus structure and benefits.
  • Additional perks include career progression, flexible working, 25 days of holiday, and support towards Chartered status.

Financial Adviser Opportunity in Glasgow

Are you a Financial Adviser with 1-2 years of experience, looking for an exciting opportunity in Glasgow? Join our clients fast-growing independent financial advice and fund management group and watch your career flourish.

About the Role:

  • Client-Facing: Build and maintain long-term relationships with clients
  • High Standards: Deliver top-notch client service, adhering to FCA principles and company values
  • Business Development: Utilise your network to seek new business opportunities and develop relationships with professional introducers

Responsibilities:

  • Meet with clients to understand their financial goals
  • Collaborate with Paraplanners and support staff
  • Research and explain financial products
  • Prepare clear recommendations for clients
  • Keep clients updated on their investments
  • Actively seek new business opportunities

Requirements:

  • Level 4 qualified (DipPFS / DipFA / CISI Level 4 Diploma)
  • At least 2 years of experience in a similar role
  • Excellent communication and entrepreneurial skills
  • Familiarity with Intelligent Office or similar systems

Why Join Our Clients Team?

  • Comprehensive Salary DOE + lucrative bonus structure
  • Career progression and flexible working
  • Supportive and collaborative environment
  • 25 days + 8 days bank holidays (increasing with service)
  • 4% matched pension contribution
  • Study support towards Chartered status
  • Comprehensive benefits including death in service and private medical cover

If you are confident, diligent, and ready to take your career to the next level, apply now to become an integral part of our client’s team! Feel free to contact Pauline Low at Reed on or on LinkedIn for a confidential chat.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.