Financial Advisor - Reed : Job Details

Financial Adviser Opportunity in Glasgow

Are you a Financial Adviser with 1-2 years of experience, looking for an exciting opportunity in Glasgow? Join our clients fast-growing independent financial advice and fund management group and watch your career flourish.

About the Role:

• Client-Facing: Build and maintain long-term relationships with clients
• High Standards: Deliver top-notch client service, adhering to FCA principles and company values
• Business Development: Utilise your network to seek new business opportunities and develop relationships with professional introducers

Responsibilities:

• Meet with clients to understand their financial goals
• Collaborate with Paraplanners and support staff
• Research and explain financial products
• Prepare clear recommendations for clients
• Keep clients updated on their investments
• Actively seek new business opportunities

Requirements:

• Level 4 qualified (DipPFS / DipFA / CISI Level 4 Diploma)
• At least 2 years of experience in a similar role
• Excellent communication and entrepreneurial skills
• Familiarity with Intelligent Office or similar systems

Why Join Our Clients Team?

• Comprehensive Salary DOE + lucrative bonus structure
• Career progression and flexible working
• Supportive and collaborative environment
• 25 days + 8 days bank holidays (increasing with service)
• 4% matched pension contribution
• Study support towards Chartered status
• Comprehensive benefits including death in service and private medical cover

If you are confident, diligent, and ready to take your career to the next level, apply now to become an integral part of our client’s team! Feel free to contact Pauline Low at Reed on or on LinkedIn for a confidential chat.