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Financial Adviser (IFA) Position - 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 increasing its new business and managing existing client enquiries, leading the directors to seek additional support. They are truly ethical advisers who pride themselves on going 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, the key is to fit within their company culture. This is a rare opportunity to recruit externally.
This is an exciting time to join, as the firm has experienced rapid growth recently, and new team members will have the chance to influence the business's direction.
To be considered, you 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 services. Client retention is crucial. You should be passionate, independent, highly committed, and willing to go the extra mile.
In return, you will join a forward-thinking firm that values work/life balance during this exciting period in their history.
This position is currently moving to interview stage. To express your interest, please submit your details promptly to discuss further with Alison Curran before application submission.
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