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 role with opportunities for professional growth and mentorship.
- Other info: Dynamic team environment with a focus on client relationships and ethical standards.
- Why this job: Make a real difference in clients' financial lives while building your career.
- Qualifications: Degree in finance or related field; experience in financial planning preferred.
The predicted salary is between 30000 - 40000 £ per year.
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
Location: Glasgow, United Kingdom
Position Type: Full-time Employed
Job Summary: 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. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities.
Responsibilities:
- 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.
- Client Relationship Management: Build and maintain strong relationships with clients based on trust, integrity, and professionalism. Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery. Actively engage in networking activities and client prospecting to expand the client base.
- Compliance and Regulation: 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 and Skills:
- Bachelor's degree in finance, economics, accounting
- Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma / Chartered
- 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.
- Excellent analytical, problem-solving, and decision-making skills.
- Effective communication and interpersonal skills to interact with clients and team members.
- High level of professionalism, ethics, and integrity.
- Ability to work independently and as part of a team, demonstrating flexibility and adaptability.
Financial Advisor in Westminster 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, including shadowing an experienced professional, and enjoy opportunities for career advancement within a supportive environment that values integrity and client relationships.
