Independant Financial Advisor - Glasgow, United Kingdom - Cross Resourcing

Cross Resourcing

Verified Company

Glasgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are 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 grow, they are seeking a highly motivated IFA to assist in fiscal management and strategic decision-making processes.

As the Financial Advisor, you will provide clients with specialist advice on how to manage their money. You will be researching the marketplace so that you can recommend the most appropriate products and services available.

What you'll do

Contact clients and set up meetings, either within an office environment or in clients' homes or business premises
Conduct indepth reviews of clients' financial circumstances, current provision, and future aims
Analyse information and prepare plans best suited to individual clients' requirements
Complete risk analysis
Research the marketplace and provide clients with information on new and existing products and services
Design financial strategies
Assist clients to make informed decisions
Research information from various sources, including providers of financial products
Review and respond to clients changing needs and financial circumstances
Promote and sell financial products to meet given or negotiated sales targets
Negotiate with product suppliers for the best possible rates
Consult with head office and financial services providers
Communicate with other professionals, such as estate agents, solicitors, and valuers
Keep up to date with financial products and legislation
Produce financial reports
Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products

What you'll need

What you'll receive

A competitive salary DOE
Enhanced Pension Contributions
Group income and protection scheme
Family friendly leave entitlement
Corporate Gym Membership
Employee Referral scheme
Electric Vehicle salary sacrifice scheme
Hybrid working
Career progression and development

What's next?

Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.