Financial adviser - virtual servicing role
Financial adviser - virtual servicing role
1 week ago Be among the first 25 applicants
An expanding Wealth Management firm are recruiting for a Financial Adviser due to continued growth to service an existing client base. The role can be flexible in location due to the virtual nature of the position but with a slight preference to be close to their Glasgow offices.
This is an excellent opportunity ideally for an adviser who would be looking to nurture and retain clients in the 100k FUM region as the directors are so busy with HNW and UHNW cases via teams and phone etc.
It could also be suited to a diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status, or for an experienced paraplanner wanting to make the next step who they can trust with these clients.
The company has grown over the past few years adding to their already impressive existing client portfolio through steady acquisitions. Their outstanding reputation along with quality of service provided has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries. Their staff are some of the best in the industry and you would be provided with full paraplanning and compliance support.
A competitive salary, benefits package, clients and OTE earnings is on offer but all open to negotiations. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
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