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Financial Adviser
4 weeks ago
Lloyd & Whyte Group Limited Glasgow, United Kingdom_**Please note that this role will involve travel and cover Glasgow, Edinburgh and the English borders**_ · **Salary**:£45, £70,000.00 plus bonus potential · **Benefits Package**: · - 28 Days holiday + UK Bank Holidays · - Paid day off on your birthday · - Enhanced Parental Leave ...
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Independent Financial Adviser
3 weeks ago
Recruit UK Glasgow, United Kingdom**Looking for an employed Financial Advisor position where you can service existing high net worth clients with full admin support?** · Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company in Glasgow. Th ...
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Financial Adviser
4 weeks ago
Truestar Talent Ltd Scotland, United KingdomAre you in a bancassurance role, frustrated with not fully utilising your knowledge or skills by providing limited advise. · Would you prefer to be independent, and be able to provide a service to your clients that covers all their financial needs. · The transition can be easier ...
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Independent Financial Adviser
3 weeks ago
IDEX Consulting Glasgow, United Kingdom £100,000 - £150,000Financial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Roles across Scotland · Clients + Leads Provided · An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advi ...
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Financial Adviser
3 weeks ago
Eden Scott Glasgow, United KingdomA leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium te ...
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Financial Adviser
4 weeks ago
Idex Consulting Glasgow, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-offic ...
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Financial Adviser
3 weeks ago
Eden Scott Glasgow, United KingdomEden Scott are working in partnership with our client, based in central Glasgow in their search for a highly client focussed and ambitious Financial Adviser to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are lo ...
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Financial Adviser
2 days ago
Heat Recruitment Glasgow, United KingdomFinancial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW · **Location -**Glasgow · **Rate -** Self-employed · **Duration -** permanent · ...
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Financial Adviser
1 day ago
Integrity Talent Solutions Ltd Glasgow, United KingdomAre you a Financial Adviser looking for an exciting and rewarding role? · My client is looking for a home-based Financial Adviser to provide tailored financial advice to an existing client bank. · They are looking for a Financial Adviser in the Glasgow area. · You will need to ha ...
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HNW Chartered Financial Adviser
3 weeks ago
Idex Consulting Glasgow, United Kingdom Permanent, Full timeThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · You will be able to manage an existing book of clients while also developing further business. · To ensure that the successf ...
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HNW Chartered Financial Adviser
3 weeks ago
IDEX Consulting Ltd Glasgow, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · You will be able to manage an existing book of clients while also developing further business.nTo ensure that the successful ...
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HNW Chartered Financial Adviser
2 weeks ago
Idex Consulting Glasgow, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.You will be able to manage an existing book of clients while also developing further business.To ensure that the successful ind ...
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Self-employed Financial Adviser
4 weeks ago
RiskFree Recruitment Glasgow, United KingdomWealth Management Group · Position Type: Full-time – Employed · 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. Financial Advisory Services: · Provide fin ...
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Financial Service Adviser
2 weeks ago
eFinancialCareers Dunblane, United KingdomAs a Financial Services Adviser, you will be responsible for providing an excellent ongoing advisory service to clients, with a focus on completing annual review meetings to assess client needs and maximise potential new opportunities to acquire businessfor the group. This exciti ...
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Independent Financial Adviser
1 week ago
Idex Glasgow, United KingdomFinancial Advisor | Independent Financial Advisor · £100,000 - £150,000 | Un-Capped Earnings · Roles across Scotland · Clients + Leads Provided · An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor ...
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Trainee Financial Adviser
1 week ago
Idex Glasgow, United KingdomAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? · Idex consulting are looking for someone who is passionate about great client se ...
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HNW Chartered Financial Adviser
3 weeks ago
IDEX Consulting Glasgow, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · You will be able to manage an existing book of clients while also developing further business. · To ensure that the succes ...
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Self-employed Financial Adviser
4 weeks ago
RiskFree Recruitment Glasgow, United KingdomWealth Management Group Location: Glasgow, United Kingdom · Position Type: Full-time – Employed · 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. Financial ...
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Self-employed Financial Adviser
3 weeks ago
RiskFree Recruitment Glasgow, United KingdomWealth 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 branch. Respon ...
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HNW Chartered Financial Adviser
5 days ago
IDEX Consulting Ltd Scotland, United KingdomThis award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. · You will be able to manage an existing book of clients while also developing further business. · To ensure that the succes ...
HNW Chartered Financial Adviser - Glasgow, United Kingdom - Idex Consulting
Description
This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients.
You will be able to manage an existing book of clients while also developing further business.To ensure that the successful individual can purely focus on client meetings and relationships, full exceptional back-office support will be provided.
Key ResponsibilitiesYou will meet with 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 plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
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 maintainedIn return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits such as healthcare and flexibility.
Visit the IDEX Consulting Ltd website for further opportunities.Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways