At a Glance
- Tasks: Provide tailored financial advice and develop personalised financial plans for clients.
- Company: Join a national Wealth Management Group with a strong reputation.
- Benefits: Full-time position with competitive salary and professional growth opportunities.
- Other info: Dynamic role with networking opportunities and a focus on client relationships.
- Why this job: Make a real difference in clients' financial futures while expanding your expertise.
- Qualifications: Degree in finance or related field; experience in financial planning or investments required.
The predicted salary is between 40000 - 50000 £ per year.
Location: Glasgow, United Kingdom
Position Type: Full-time Employed
Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch.
Financial Advisory Services:
- Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.
- Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.
- Conduct financial analysis and research to identify suitable investment opportunities and products.
- Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions.
- Actively engage in networking activities and client prospecting to expand the client base.
- Adhere to industry regulations, compliance policies, and ethical standards.
- Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.
- Stay up-to-date with financial industry trends, regulations, and best practices.
Qualifications:
- Bachelor's degree in finance, economics, accounting.
- Previous experience in financial planning, investments required or an experienced paraplanner looking to move into a Financial Advisor role.
- Strong knowledge of investment products, financial markets, and financial planning strategies.
Financial Advisor (Investments / Pensions) in Milton employer: Fifteen Network Ltd
Join a leading Wealth Management Group in Glasgow, where we prioritise employee development and foster a collaborative work culture. As a Financial Advisor, you will benefit from comprehensive training, networking opportunities, and a supportive environment that encourages professional growth while making a meaningful impact on clients' financial futures.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Milton
Financial Analysis
Investment Strategies
Tax Planning
Retirement Planning
Estate Planning
Client Relationship Management
Networking Skills
