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Financial Adviser (IFA) Position - Central 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 been strengthening with increasing new business and existing client inquiries, leading the directors to seek additional support. They are truly ethical advisers who pride themselves on going 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 to suit your and your clients' needs in a flexible working environment.
The complexity of cases will depend on your experience level. Whether handling renewals or developing your client base, the firm values candidates who fit within their company culture. This is a rare opportunity to recruit externally.
This is an exciting time to join the firm, as they have experienced rapid growth in recent years, and new team members can help shape the future 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 part of a dynamic team during an exciting period in their history, where work/life balance is prioritized.
This position is currently moving to interview stage. To express your interest, please submit your details promptly to discuss further with Alison Curran prior to application.
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