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- Tasks: Provide tailored financial advice and generate new business opportunities.
- Company: Join a high-performing advice team in a dynamic financial environment.
- Benefits: Uncapped commission, competitive salary, and performance-based bonuses.
- Other info: Great career progression and ongoing professional development opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: DIPFA Level 4 qualified with 3+ years of experience in financial advising.
The predicted salary is between 40000 - 50000 £ 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’ experience as a financial advisor or in a regulated advice role
- Strong track record in sales performance and meeting/exceeding targets
- Excellent communication, negotiation, and client engagement skills
- Confident in building and closing a pipeline of new business
- Strong understanding of regulated financial products and suitability requirements
- Highly self-motivated with a proactive, commercial mindset
- Uncapped commission structure with significant earning potential
- Competitive base salary (depending on experience)
- Performance-based incentives and bonuses
- Strong lead generation support (where applicable)
- Career progression opportunities within a growing advice business
- Ongoing professional development and regulatory support
Financial Advisor in Scotland employer: 2mrw Group
Contact Detail:
2mrw Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Scotland
✨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 colleagues. 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 writing articles, hosting webinars, or sharing tips on social media, let people see you as the go-to expert. This can attract clients who are looking for someone they can trust.
✨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
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team. Let’s get you on board!
We think you need these skills to ace Financial Advisor in Scotland
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Financial Advisor. We want to see how your skills align with our needs, so don’t be shy about showcasing your sales achievements and client relationship successes!
Showcase Your Qualifications: Since we’re looking for someone with DIPFA Level 4 or equivalent, make sure to clearly list your qualifications. If you have CAS or any other relevant certifications, include those too! We love seeing that you’re compliant and ready to hit the ground running.
Highlight Your Sales Experience: We’re all about targets here at StudySmarter, so don’t forget to mention your track record in sales performance. Share specific examples of how you’ve met or exceeded targets in the past – it’ll really help us see your potential!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at 2mrw Group
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on. Brush up on investments, pensions, and protection plans. Being able to discuss these confidently will show your expertise and help you connect with the interviewers.
✨Demonstrate Your Sales Skills
Prepare examples of how you've successfully generated leads and closed sales in the past. Use specific metrics to highlight your achievements. This will showcase your strong sales orientation and ability to thrive in a target-based environment.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use active listening and engage in conversation about their experiences. This will demonstrate your excellent communication skills and ability to build long-term client relationships.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, be ready to discuss how you ensure your advice meets regulatory standards. Familiarise yourself with relevant regulations and be prepared to explain how you maintain accurate records and documentation.