Financial Advisor Employed - Glasgow, United Kingdom - Aspire Executive Search

Aspire Executive Search
Aspire Executive Search
Verified Company
Glasgow, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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 opportunity that will suit you if you are a Financial Advisor / Financial Planner, from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successfulFinancial Advisor.


As a leading financial services business, my client is offering an excellent opportunity for you to work on an Employed basis.


This is a perfect time to join:


The Role:


  • You'll contribute to a busy and thriving team in order to deliver exceptional customer service
  • Meet new clients facetoface and virtually
  • Conduct meetings and providing holistic financial advice to review and meet the client's immediate and ongoing financial needs
  • Managing and building a designated portfolio of client relationships and introductions, identifying and addressing client's needs
  • Using a range of business development strategies to proactivelyonboard new clients
  • Establishing links with introducers, both internal and external

What you need in order to apply:

  • Proven experience as a financial planner
  • Strong ethics, with a customeroriented attitude
  • Outstanding communication skills, with the ability to foster longterm relationships
  • Diploma in Financial Services

In addition to a basic salary of up to £70,000 you will receive:
A salary that is reflective of your skills and experience + bonus + benefits

Support with further qualifications

Huge growth potential


What a fantastic opportunity If you would like to find out more and you fulfil the above criteria please get in touch for an initial discussion.

Alternatively feel free to reach out to HELEN SPRIGGS on LINKEDIN in order to find out more.
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