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Financial Adviser (IFA) - 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 thriving with increasing new business and existing client inquiries, 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.
The complexity of cases will depend on your level of experience. Whether handling renewals or developing your client base, they are looking for someone who fits within their company culture. This is a rare opportunity to join them externally.
This is an exciting time to join, as the company has experienced rapid growth, and new team members could influence the future direction of the business.
Requirements include: diploma Level 4 qualification with CAS status, a proven track record in relationship management, ideally with whole of market financial advice or provider experience, and strong client retention skills. The ideal candidate will be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will have the opportunity to join 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 before submitting your application.
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