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- Tasks: Deliver tailored financial advice and build long-term client relationships.
- Company: Join a high-performing advice team in a dynamic financial environment.
- Benefits: Competitive salary, performance bonuses, and professional development opportunities.
- Other info: Thriving target-based environment with excellent career progression.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: DIPFA Level 4 qualified with strong sales and relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities.
You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads.
Key Responsibilities- Deliver high-quality, compliant financial advice tailored to client needs
- Build and maintain long-term client relationships through trust and performance
- Actively generate new business through referrals, networking, and proactive outreach
- Manage a pipeline of prospective clients and convert leads into completed sales
- Conduct full fact-finds, risk profiling, and suitability assessments
- Recommend appropriate financial solutions including investments, pensions, protection, and planning products
- Ensure all advice is fully compliant with regulatory and company standards
- Work towards and consistently exceed individual revenue and conversion targets
- Maintain accurate records and documentation using CRM systems
- DIPFA Level 4 qualified or equivalent qualification
- CAS (Competent Adviser Status) or equivalent regulatory approval
- Minimum 3+ years of experience in a financial advisory role
Financial Advisor in Glasgow employer: 2mrw Group
Contact Detail:
2mrw Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or mentors. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial advising. Whether it’s through social media posts, blogs, or videos, sharing valuable insights can attract clients and establish you as a go-to expert in your field.
✨Tip Number 3
Follow up like a champ! After meeting potential clients or leads, make sure to follow up promptly. A simple email or call can keep you top of mind and show that you’re genuinely interested in helping them with their financial needs.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows us you’re serious about joining our high-performing advice team!
We think you need these skills to ace Financial Advisor in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience in delivering financial advice and generating new business. We want to see how your skills align with what we’re looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve exceeded targets or built strong client relationships. This will help us see your potential impact.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can contribute to our team. Keep it engaging and relevant to the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important details. Let’s get started on this journey together!
How to prepare for a job interview at 2mrw Group
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and protection products. Be ready to discuss how you've tailored advice to meet client needs in the past.
✨Showcase Your Sales Skills
Prepare examples of how you've successfully generated new business and converted leads into sales. Highlight your experience with networking and referrals, as this is key for the role.
✨Build Rapport
Demonstrate your ability to build long-term relationships by sharing stories of how you've gained clients' trust. Remember, it's not just about the numbers; it's about connecting with people.
✨Be Compliant and Detail-Oriented
Familiarise yourself with regulatory standards and be prepared to discuss how you ensure compliance in your advice. Show that you pay attention to detail, especially when it comes to record-keeping and documentation.