- Bachelor's degree in finance, economics, accounting
- Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma /Chartered
- Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role.
- Strong knowledge of investment products, financial markets, and financial planning strategies.
- Excellent analytical, problemsolving, and decisionmaking skills.
- Effective communication and interpersonal skills to interact with clients and team members.
- High level of professionalism, ethics, and integrity.
- Ability to work independently and as part of a team, demonstrating flexibility and adaptability.
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Financial Advisor
1 week ago
Recruit UK Glasgow, United Kingdom**Self-Employed Financial Adviser - Unique Opportunity** · Are you an experienced adviser with a large client bank seeking more autonomy in your work? · This team have all made the successful transition from employed to self-employed and have built a thriving group of advisers in ...
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Financial Advisor Employed
3 weeks ago
Aspire Executive Search Glasgow, United Kingdom**Financial Planner Basic up £70,000, Glasgow Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportunit ...
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Independent Financial Advisor
2 weeks ago
Search Consultancy Glasgow, United KingdomIndependent Financial Advisor · Glasgow · Up to £100,000 plus commission, excellent benefits, paraplanning and admin support · This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private w ...
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Independant Financial Advisor
2 hours ago
Cross Resourcing Glasgow, United KingdomAre you a dedicated and results-driven IFA ready to take your career to the next level? We are thrilled to offer an exciting opportunity for a talented IFA to join a fast-growing business based in Glasgow. · Our client is experiencing rapid growth and success. As they continue to ...
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Independent Financial Advisor
3 days ago
Cross Resourcing Glasgow, United KingdomAre you a dedicated and results-driven IFA ready to take your career to the next level? We are thrilled to offer an exciting opportunity for a talented IFA to join a fast-growing business based in Glasgow. · Our client is experiencing rapid growth and success. As they continue to ...
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Advisor - Financial Crime & Risk
2 days ago
Ashurst LLP Glasgow, United Kingdom**About Ashurst** · Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. O ...
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Senior Advisor, Financial Crime and Risk
1 day ago
Ashurst LLP Glasgow, United Kingdom**About Ashurst** · Ashurst is a leading progressive global law firm with a rich history spanning more than 200 years. We are proud of our history and are future-focused, having expanded into new technologies through our NewLaw division, Ashurst Advance, and our consulting arm. O ...
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Financial Advisor
1 week ago
RiskFree Recruitment Glasgow, United KingdomCompany: Wealth Management Group · Location: Glasgow, United Kingdom · Position Type: Full-time – Employed · Job Summary: · Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our G ...
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Financial Advisor
3 weeks ago
Risk Free Recruitment Ltd Glasgow, United KingdomFinancial Advisor · Position Type: Full-time – Employed · Job Summary: · Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have t ...
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Financial Advisor
4 days ago
Risk Free Recruitment Ltd Glasgow, United KingdomFinancial AdvisorPosition Type: Full-time – EmployedJob Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the oppor ...
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Financial Advisor
1 week ago
RiskFree Recruitment Glasgow, United KingdomCompany: Wealth Management GroupnLocation: Glasgow, United KingdomnPosition Type: Full-time – Employed · Job Summary:nOur client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow ...
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Financial Advisor
1 week ago
Risk Free Recruitment Ltd Glasgow, United KingdomFinancial Advisor · Position Type: Full-time - Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the ...
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Financial Advisor
1 week ago
RiskFree Recruitment Glasgow, United Kingdom Full timeCompany: Wealth Management Group · Is this the role you are looking for If so read on for more details, and make sure to apply today. · Location: Glasgow, United Kingdom · Position Type: Full-time – Employed · Job Summary: · Our client is a national Wealth Management Group and is ...
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Financial Advisor
1 day ago
RiskFree Recruitment Glasgow, United KingdomJob Description · Company: Wealth Management Group · Location: Glasgow, United Kingdom · Position Type: Full-time – Employed · Job Summary: · Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Fin ...
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Financial Advisor
1 week ago
RiskFree Recruitment Glasgow, United KingdomCompany: Wealth Management GroupLocation: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branc ...
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Financial Advisor
1 week ago
Eden Scott Glasgow, United KingdomJob Description After continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client ...
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Financial Advisor
1 week ago
Eden Scott Glasgow, United KingdomAfter continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their groing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meani ...
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Trainee Financial Advisor
1 week ago
RMK Talent Solutions Scotland, United Kingdom*Trainee Financial Advisor opportunity* · Have you ever thought about becoming a financial advisor but weren't sure how to make it a reality? - here is your chance to make it happen. · In 2021, the financial services sector contributed £173.6 billion to the UK economy which was 8 ...
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Financial Wellbeing Advisor
1 week ago
Children 1st East Ayrshire, United KingdomJob Title: Financial Wellbeing Advisor East Ayrshire · - Reference number: CFS24/29 · - Location: East Ayrshire · - Closing Date: 6th June 2024 · - Interview Date: It is anticipated that interviews will take place on Thursday 13 June 2024 · - Salary: £29,500 to £34,490 · - Post T ...
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Independent Financial Advisor
5 days ago
Meraki Talent Ltd glasgow, United KingdomJob DescriptionIndependent Financial Advisor · Competitive Salary · Permanent · Glasgow · Meraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking ...
Financial Advisor - Glasgow, United Kingdom - RiskFree Recruitment
Description
Job Description Company:
Wealth Management Group
Location:
Glasgow, United Kingdom
Position Type:
Full-time – Employed
Job Summary:
Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch.
The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities.
Responsibilities:
Financial Advisory Services:
Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.
Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.
Conduct financial analysis and research to identify suitable investment opportunities and products.Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions.
Client Relationship Management:
Build and maintain strong relationships with clients based on trust, integrity, and professionalism.
Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery.
Actively engage in networking activities and client prospecting to expand the client base.
Compliance and Regulation:
Adhere to industry regulations, compliance policies, and ethical standards.
Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.
Stay up-to-date with financial industry trends, regulations, and best practices.
Qualifications and Skills:
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