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Financial Adviser (IFA) Role - 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 experienced significant success with increasing new business and ongoing client enquiries, leading 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, within a flexible working environment.
The complexity of cases will depend on your level of experience. Whether handling renewals or developing your client base, they seek someone who aligns with 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 help steer the business's future direction.
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. The ideal candidate will be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will join a company that values work/life balance during this exciting period of growth.
This position is currently moving to interview. To express interest, please submit your details as soon as possible to discuss further with Alison Curran prior to application.
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