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Financial Adviser Role in Glasgow
After continued growth over the past 2 to 3 years, a well-respected financial adviser firm in central Glasgow is seeking a new IFA to join their expanding team. The business has seen increasing new business and ongoing client inquiries, prompting the directors to seek additional support. They pride themselves on being truly ethical advisers who go the extra mile.
The successful candidate will be provided with a full client base, along with administrative and paraplanner support.
You will have the flexibility to manage your own diary in a way that best suits you and your clients.
The complexity of cases will depend on your level of experience. Whether handling renewals or developing your client base, the key is fitting within their company culture. This is a rare opportunity to join their team externally.
This is an exciting time to join, as the firm has experienced rapid growth, and new team members can influence the future direction of the business.
Requirements include:
* Diploma 4 qualified with CAS status
* Proven track record in relationship management
* Experience in whole-of-market financial advice or provider advice
* Strong client retention skills
They seek a passionate, independent, highly committed individual who truly goes the extra mile.
In return, you will join at an exciting phase of their growth, with a focus on work/life balance.
This position is currently moving to interview stage. To express interest, please submit your details promptly to discuss further with Alison Curran before submitting your application.
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