Financial Adviser - Glasgow, United Kingdom - Lloyd & Whyte Group Limited
Description
_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 _Maternity pay (after 2 years' service) = 13 weeks full pay and 13 weeks 1⁄2 pay with / Paternity (after 2 years' service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Free on site parking
- Work from home (Once competent and agreed with line manager)
- Employee wellness programmes
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering
Qualifications:
- GCSE Maths & English at Grade C/Level
- Chartered Insurance Institute Diploma in Financial Services
- Commitment to progress towards becoming a Chartered Financial Planner
About you/About the role:
Lloyd & Whyte Group are currently seeking an experienced IFA to join oiuyr Financial Services Team.
Key Result Areas (KRA's)
KRA 1 = DOING THE RIGHT JOB - Conduct business cycle in accordance with company policy
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KRA 2 = BUSINESS GROWTH - Activity & Personal Production
Hit all business related targets in accordance with those set out in the Adviser Remuneration Scheme document, specifically by reference to:
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- Achieve and where possible exceed our client-related activity targets
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KRA 3 = CULTURE - Adopt a professional and business-like approach
Ensure at all times that you adhere to all regulatory and internal compliance requirements needed to meet our commitments to clients.
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Key Responsibilities
- Certification Function CF30
- Ensure an exceptional client experience maintaining a culture if "Treating Customers Fairly" and putting clients first to demonstrate the right client outcomes
- Comply at all times with the Company Compliance, Training and Competence procedures
- Attend conferences, seminars, specialist speaker at affinity group events
Skills & Behaviours
- Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
- Confident and capable in communicating, presenting, managing relationships and providing an excellent client experience
- Highly motivated and committed to achieve and deliver
- Organised, resourceful, deadline driven and supportive of the wider team
- Ability to work in a regulated, compliant and client focused environment
- Quality orientated with great attention to detail
- Flexible, adaptable and approachable
- Driven to be proactive to new challenges and positively shape the desired opportunities and outcomes
- Sound technical and product knowledge with a desire to further develop this
- Knowledgeable of relevant regulatory and legislative requirements affecting the business
- IT Literate
Salary:
£45,000.00-£70,000.00 per year
Benefits:
- Referral programme
Schedule:
- Mon
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