Role: Financial Adviser
Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided
Location: Scotland
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their Scotland team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
To be successful, it is imperative that you will be a professional and ambitious adviser who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships. Furthermore, it is vital that you have the knowledge, skills, and experience to work on the full spectrum of financial advice so that you can consistently achieve your client’s financial goals. As the successful individual, you will have full access to and support from the administration and paraplanning teams.
Key Responsibilities
- You will be responsible for delivering an exceptional service and top-quality financial advice to a large portfolio of private clients.
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
- You will adopt an open, honest approach and deal with all aspects of client requirements and affairs with integrity; You will also communicate information to clients in a manner that is appropriate for their level of understanding.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.
About You
- You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered Status is desired but not essential.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
- You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial advice (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.
- You will have a strong ability to build and maintain long-term client relationships.
- You will have the ability to work individually as well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.
Benefits
In addition to your basic salary, regular professional development opportunities and training, ongoing support and flexible working location, you will also have access to the following benefits …..
- Share Incentive Plan.
- Pension: 5% Employer contribution and 5% Employee contribution.
- Life Assurance: 4 x Salary.
- Income Protection: Group Income Protection at core level, covering 50% of basic salary.
- Health Cash Plan.
- Holiday: 22.5 Days Holiday Allowance (plus 8 days statutory); This increases to 23.5 days at 2 years of service, 24 days at 3 years, 24.5 days at 4 years etc.
- Company Bonuses.
- Travel Assistance: Discounts on car hire, cycling options, Discounted railcards, Enhanced savings on electric vehicles, Cheaper bus fares, Reduced prices on scooters etc.
- Exam Bonuses.
- Client Referral Bonuses.
- Further Flexible Benefits.
Financial Adviser, Scotland (TB-1786)
Role: Financial Adviser
Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided
Location: Scotland
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their Scotland team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
To be successful, it is imperative that you will be a professional and ambitious adviser who can build strong rapport with their clients; It will also be crucial that you can regularly develop and maintain successful and long-lasting client relationships. Furthermore, it is vital that you have the knowledge, skills, and experience to work on the full spectrum of financial advice so that you can consistently achieve your client’s financial goals. As the successful individual, you will have full access to and support from the administration and paraplanning teams.
Key Responsibilities
About You
Benefits
In addition to your basic salary, regular professional development opportunities and training, ongoing support and flexible working location, you will also have access to the following benefits …..