Financial Adviser - Chartered / close to service clients
An expanding chartered IFA firm require an additional financial adviser to join their Glasgow team. A rare opportunity, to service and look after existing clients, to build and develop their networks up of some of the wealthiest individuals in the UK. This is due to an increase in work loads and incoming enquiries.
In the job you will care for and offer fully independent advice to existing clients to ensure all their needs are fully cared for. This will be either on a face to face basis or over the phone but you will respond to their needs and enquiries promptly, efficiently and with the up most level of service possible. Working in a dynamic and highly professional office, you will act as an ambassador for the company. The client base you will be looking after are of high value to the company so you will be entrusted with this and must ensure all their financial concerns are catered for.
To be considered you will have recent financial advisory experience, be diploma qualified if not chartered, from a whole of market background ideally specialising in pensions and investments and sound knowledge of estate planning to HNW/UHNW clients. You will have a proven ability to deliver first class customer service and have an exceptional retention rate and have a flexible approach to your work, being able to manage your diary and tasks. You will not have a 'sales' based nature to your work, but be highly focused on maintaining the existing customers. Due to the set up of the company, it is also vital you can work well within varying sizes of teams and independently.
In return my client is offering the rare opportunity to join their excellent team and build a successful career with them . You will be given a highly competitive basic and commission structure based on your requirements and full administrative support. Please upload your most recent CV asap to discuss the opportunity in further detail with Alison Curran.