Job Description
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 growing team. The business has strengthened significantly with increasing new business and existing client enquiries, leading the directors to require additional support. They are truly ethical advisers who pride themselves on going the extra mile.
The successful individual will be provided with a full client base, administrative, and paraplanner support.
You will have the ability to manage your own diary in a way that works best for you and your clients within a flexible working environment.
The complexity of cases can vary depending on the level of experience. Whether dealing with renewals or developing their client base, they need someone who fits within their company culture. This is a rare opportunity to recruit externally.
This is an exciting time to join them, as they have experienced rapid growth over the past few years. Joining now offers the chance to be part of shaping 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). Client retention is key. You should be passionate, independent, highly committed, and someone who truly goes the extra mile.
In return, you will be offered a unique and exciting opportunity to join a company where work/life balance is valued.
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 submission.
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