FinstechFinstech

Independent Financial Advisor – Glasgow

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Job Description

As part of a successful growth strategy, our client is looking for a self employed Financial Advisor to join its expanding Wealth Management business, which operates throughout the UK. This highly valued position will see the successful candidate utilise their proven experience to provide first-class financial advice to customers.

What’s on Offer?

  • The opportunity to work with award winning Financial Advisers
  • A great opportunity to earn £70k-£90k in first year (70/30 split)
  • A comprehensive back office support function including market leading client portal
  • Continued development opportunities with support regarding Financial qualifications
  • Independently based with flexible working

Responsibilities

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors, valuers and other professionals

Requirements

  • Qualified to at least Level 4 DipFA, CISI or equivalent
  • Experienced, with a track record of achieving sales in financial services and/or a professional services industry.
  • Have a plan on how you’re going to develop & grow the business
  • Have a Full driving licence – some travel is required.

Bonus Points

  • A self-starter with an entrepreneurial attitude who can readily display clear drive and ambition; self-motivated and hardworking, professional, engaged and enthused.
  • Well-presented and articulate, with the ability to network effectively.
  • Honest, with integrity and a good reputation.
  • Possess a professional and flexible attitude

Job Summary

wave-1-bottom
Glasgow Location
Full Time Job Type
Salary £60k - £100k
FinstechFinstech

About

We're unique in the markets that we operate in because we’ve worked in, worked for, or had working for us the roles that firms are looking to recruit.
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Contacts

6 Heathercroft Road Email: jobs@finstech.co.uk Phone: 07703 017160

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