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Financial advisor

Doncaster
Jr United Kingdom
Financial advisor
Posted: 4h ago
Offer description

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After continued growth for the past 2 to 3 years, a well-respected financial adviser firm in central Glasgow is requiring a new IFA to join their growing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries, meaning the directors need additional support. They are truly ethical advisers who pride themselves on going the extra mile.

The successful individual will be provided with a full client base, administrative and paraplanner support.

You will have the ability to manage your own diary in a flexible working environment that suits your and your clients' needs.

The complexity of cases can depend on the level of experience, whether dealing with renewals or developing the client base. Fundamentally, they need someone who fits within their company culture, and this is a rare opportunity to recruit externally.

This is an exciting time to join them, as they have experienced rapid growth over the past few years, and new team members could help steer the direction of the business.

To be considered, you must be diploma 4 qualified with CAS status, and have a proven track record in relationship management, ideally within whole of market financial advice or provider services. Client retention is key. You should be passionate, independent, highly committed, and willing to go the extra mile.

In return, you will be offered a unique opportunity to join a company that values work/life balance during this exciting phase of their growth.

This role is currently moving to interview. To express interest, please submit your details as soon as possible to discuss further with Alison Curran prior to submission.

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