Full job description
An exciting opportunity for an experienced Financial AdviserAn excellent opportunity has arisen for an experienced Financial Adviser to take over an established book of business in our Glasgow office, comprising approximately 100 clients.
Purpose of the RoleThe successful candidate will be responsible for developing strong, trusted relationships with existing clients, growing revenue from the client bank, and generating new business through referrals and other lead sources.
You will act as a trusted financial adviser to a portfolio of clients, taking the time to understand their financial circumstances, immediate needs and long-term aspirations. Working closely with the paraplanning team, you will develop appropriate financial plans and advice solutions designed to help clients achieve their goals.
You will also provide an outstanding ongoing review service, ensuring clients’ financial plans continue to meet their needs and remain appropriate in light of changes to their personal circumstances, the economy or legislation.
Job Summary*Act as a trusted Investment Adviser under the Approved Persons Certification Regime, in accordance with company procedures and FCA rules and guidance.
*Ensure all active clients receive their annual review meetings and that these are fully documented.
*Follow the firm’s financial advice process and adhere to all relevant service standards, processes and procedures.
*Use cash-flow modelling tools, where appropriate, to bring clients’ financial situations to life and demonstrate the impact and benefits of your advice.
*Work closely with the paraplanning and client administration teams to deliver an outstanding advice and service proposition.
*Build relationships with prospective clients with a view to converting prospects into long-term clients.
*Develop and maintain strong relationships with introducers and their staff, where applicable.
*Ensure all client files are maintained to the required compliance standards.
*Generate new business opportunities from the existing client bank and other lead sources.
*Build and maintain strong, long-term client relationships.
Key Skills and Personal AttributesThe successful candidate will be:
*Personable, professional and able to use their initiative.
*Skilled at understanding clients’ goals, aspirations and financial needs.
*Aligned with the firm’s values, ethos and strategic objectives.
*A strong team player who enjoys collaborating with colleagues.
*A self-starter who is motivated and commercially aware.
*Energetic, proactive and positive in their approach.
*Committed to delivering exceptional client service and building lasting relationships.
About UsWe are an established UK financial advice business with a strong network of Financial Advisers and support professionals across multiple offices throughout the country.
Our scale and resources enable us to provide high-quality financial advice and exceptional service to our clients, while creating a supportive and collaborative environment for our people.
Our culture is built around strong relationships, knowledge sharing and a genuine commitment to doing the right thing for our clients. We value our people and encourage them to think differently, collaborate and continually develop their skills and expertise.
We are proud of our strong reputation within the industry and our commitment to employee development, engagement and wellbeing.
What We OfferOur benefits package includes:
*25 days’ holiday, increasing by one additional day per annum up to 30 days.
*Discretionary bonus.
*Employer pension contribution matching personal contributions up to a maximum of 7.5%.
*Life assurance of up to four times your salary.
*Income protection providing 75% of basic salary in the event of long-term sickness.
*Access to in-house financial advice and financial education.
*Interest-free season ticket loans.
*Eye-care benefits.
*Childcare support.
*Access to a shopping discounts and benefits portal, including discounts on holidays, gyms and high-street retailers.
Please email CV to be considered for this role.