Financial Planner, Glasgow (JR-701)
We have an opportunity for an employed Financial Adviser to join a directly authorised firm of Chartered Financial Planners.
Well respected by clients from across the region, the firm has been established for many years and has an enviable reputation, renowned for the top levels of service they provide for their clients. They seek to bring on a senior adviser who shares this ethos of client care, and the adviser will have a proven track record of building and maintaining relationships with high levels of integrity.
The Financial Planners provide expert advice to private individuals, trusts, charities and employers.
- Offer initial advice to clients’ relating to their financial matters
- Offer an on-going service to clients with an annual review, providing valuations and attending ad-hoc meetings
- Work closely with colleagues and internal partners
- Maintain your statement of professional standing and keep up to date with continued professional development
- Working alongside support staff to ensure that the back-office software and administration is kept up to date and maintained, with all client data and fact find information
- Work with Paraplanners to ensure strong knowledge is maintained on product and market changes
- Advise management any procedures that do not fit in-line with the core TCF principles
You, your knowledge and qualifications
- Hold a valid Statement of Professional Standing
- Be qualified to Level 4 as a minimum, ideally at or working towards Chartered status
- Computer literate with a working knowledge of Microsoft packages
- Well organised, methodical, self-motivated and punctual
- A polite and friendly persona with excellent communication skills
- A high attention to detail, with the ability to prioritise workloads and meet deadlines
- Comfortable dealing with and attracting professional connections to obtain new business opportunities and referrals
- Competitive salary, circa £45,000
- Pension, Health Insurance and Income Protection
- Annual performance bonus
- Monthly bonus scheme
- Marketing and back office support