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Financial Adviser (IFA) Opportunity - 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, prompting the directors to seek additional support.
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 best suit your clients and work environment.
The complexity of cases will vary depending on your experience level. Whether handling renewals or developing a client base, the key is to fit within the company's culture. This is a rare opportunity to join a firm during a pivotal growth phase.
This is an exciting time to join, as the firm has experienced rapid growth, and new team members will have the chance to influence the company's future direction.
Applicants must be diploma 4 qualified with CAS status and have a proven track record in relationship management, ideally with experience in whole-of-market financial advice or provider solutions. Client retention is essential. The ideal candidate will be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will be part of an exciting chapter in the company's history, where work/life balance is prioritized.
This position is currently moving to interview stage. To express interest, please submit your details promptly to discuss further with Alison Curran prior to application.
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