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    Independent Financial Advisor - Glasgow, United Kingdom - Meraki Talent Ltd

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    Part time, Full time Accounting / Finance
    Description

    Independent Financial Advisor

    Competitive Salary

    Permanent

    Glasgow

    Meraki Talent's client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career.

    Responsibilities of the Independent Financial Advisor

    • Build links with the clients' other professional advisers to ensure seamless client experience.
    • Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
    • Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients.

    Background of the Independent Financial Advisor

    • Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
    • Previous experience in an IFA Role.
    • Minimum Level 4 qualified on route to Chartered status
    • Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place.

    Consultant name: Jaimie Short

    Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you'



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