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Financial Adviser Position in 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 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 works best for 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 fitting within their company culture. This is a rare opportunity to join their team externally.
This is an exciting time to join, as the company has experienced rapid growth, and new team members can influence 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. Experience in whole-of-market financial advice or provider-specific advice is preferred, and client retention is crucial. They seek a passionate, independent, and highly committed individual who truly goes the extra mile.
In return, you will have the opportunity to join a company during a pivotal period of growth, with an emphasis on work/life balance.
This position is currently in the 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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