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For Companies At a Glance
- Tasks: Provide innovative financial advice using cutting-edge digital tools.
- Company: A forward-thinking, tech-enabled financial planning firm.
- Benefits: Competitive salary, performance incentives, and flexible working environment.
- Why this job: Join a dynamic team reshaping financial planning for the future.
- Qualifications: Level 4 Diploma in Financial Planning and strong relationship-building skills.
- Other info: Access to advanced tools and clear career progression opportunities.
The predicted salary is between 45000 - 60000 £ per year.
A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part of a business that is redefining how clients engage with their financial future, combining digital innovation with high-quality, human-centred advice.
If you're motivated by delivering exceptional client outcomes, excited by modern ways of working, and keen to help shape the future of financial planning, this role offers a genuinely fresh challenge.
The Role
You will provide holistic, life-centred financial advice to a diverse client base, supported by market-leading digital tools and a progressive advice framework. The position blends relationship-building, strategic planning, and innovative thinking to deliver outstanding long-term value for clients.
Key Responsibilities
- Deliver personalised, goals-based financial planning tailored to each client's life journey.
- Use digital platforms and tools to enhance engagement, efficiency, and service delivery.
- Challenge traditional industry approaches and contribute to new, modern advisory practices.
- Build and nurture strong client relationships, generating referrals and supporting business growth.
- Ensure all advice meets FCA regulatory standards while maintaining a client-first mindset.
- Engage and grow an existing client bank, helping individuals better understand and take control of their financial future.
About You
- Level 4 Diploma in Financial Planning (or equivalent) required; Chartered status desirable.
- A modern, tech-positive mindset with a passion for innovation.
- Strong relationship-building skills and the ability to connect with a wide range of clients.
- Entrepreneurial, proactive, and excited by working within a high-growth environment.
- Proven experience delivering high-quality financial advice and strong client outcomes.
What's on Offer
- Competitive salary £45,000-£60,000, dependent on experience.
- Performance-based incentives.
- A dynamic, flexible, and forward-thinking working environment.
- Access to advanced digital tools to enhance client engagement.
- Clear professional development pathways and career progression opportunities.
Benefits
- 8% employer pension contribution (4% employee).
- Life Assurance & Group Income Protection.
- Private Medical Insurance (Bupa).
- 25 days annual leave + bank holidays.
- Staff discounts on investment products.
- Personal & Well-being Fund.
- Retail discounts across major high-street and online brands.
- Flexible benefits package to tailor to your lifestyle.
Locations
Financial Advisor in Glasgow, North East employer: Experis
Contact Detail:
Experis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Glasgow, North East
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether it’s through interviews or casual chats, make sure to highlight your tech-savvy approach and innovative ideas. They’re looking for someone who can challenge the norm and bring fresh perspectives.
✨Tip Number 3
Prepare for those interviews! Research the company and its values, especially their focus on client outcomes and digital tools. Be ready to discuss how your experience aligns with their mission and how you can contribute to their growth.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in being part of our forward-thinking team.
We think you need these skills to ace Financial Advisor in Glasgow, North East
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning! Share why you’re excited about helping clients shape their financial futures and how you can bring a modern, tech-positive approach to the role.
Tailor Your Application: Make sure to customise your application to highlight your relevant experience and skills. We want to see how your background aligns with our innovative, client-first mindset and how you can contribute to our forward-thinking team.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to describe your achievements and how they relate to the responsibilities of the Financial Adviser role. We appreciate clarity and directness!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in Manchester or Edinburgh.
How to prepare for a job interview at Experis
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic and life-centred financial planning. Be ready to discuss how you can use digital tools to enhance client engagement and service delivery.
✨Showcase Your Relationship Skills
Prepare examples of how you've built strong client relationships in the past. Think about specific instances where your relationship-building skills led to positive outcomes or referrals.
✨Embrace Innovation
Since this role is all about redefining financial advice, be prepared to discuss your tech-positive mindset. Share any experiences where you've challenged traditional approaches or contributed to modern advisory practices.
✨Align with Their Values
Research the company’s mission and values, and think about how your personal values align with theirs. Be ready to express your motivation for delivering exceptional client outcomes and how you can contribute to their forward-thinking environment.