- 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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Independant Financial Advisor
2 weeks ago
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Financial Advisor
1 week ago
Risk Free Recruitment Ltd Glasgow, United Kingdom Permanent, Full timeFinancial 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
3 weeks 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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Advisor - Financial Crime & Risk
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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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Independent Financial Advisor
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Senior Financial Advisor
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Senior Advisor, Financial Crime and Risk
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Independent Financial Advisor
1 week ago
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Independent Financial Advisor
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Financial Advisor
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Financial Advisor
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Independent Financial Advisor
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Senior Financial Advisor
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Financial Stability Advisor and Head of Research
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Financial Solutions Advisor
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Financial Wellbeing Advisor
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Data Privacy Advisor
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Senior Data Privacy Advisor
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Power Systems Senior Technical Advisor
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Audit Associate
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Financial Advisor - Glasgow, United Kingdom - RiskFree Recruitment
Description
Company:
Wealth Management GroupLocation: 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: