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Chartered Financial Planner, Glasgow, c£55k (negotiable) + bonuses + benefits

£45000 - £65000 + bonuses + benefits

We’re representing a successful firm of Chartered Financial Planners in Glasgow who are looking for an Independent Financial Adviser to join their team.

This is a fantastic opportunity to manage and develop a book of clients, with full support provided by a strong technical team of Paraplanners and Administrators.

The award winning business is approaching its 20th birthday and pride themselves on providing high-quality financial advice to a wide range of clients, both private and corporate.

About the role:

  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers 
  • Meet planned business targets In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner
  • The successful candidate will be provided an established client bank as well as receiving a substantial number of new enquiries each month
  • Supported by a team of Paraplanners and administrators

About you:

  • Hard working, enthusiastic, confident, and articulate
  • Team player who’s used to working in a busy office
  • Committed to delivering excellent service
  • Ability to build long-term relationships with clients
  • Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning)
  • Be prepared to undergo further study/training where appropriate
  • Minimum of 7 years’ experience working as an Independent Financial Adviser
  • At or near Chartered Status

Benefits package:

  • Competitive salary
  • Bonus Scheme
  • Group Pension Scheme
  • Private Medical Insurance
  • Income Protection
  • Critical Illness Cover
  • Death in Service Benefits
Location: 
Glasgow
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
SR-785