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For Companies At a Glance
- Tasks: Build strong client relationships and provide tailored financial advice to help achieve their goals.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and a generous pension scheme.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial advising and a passion for helping others.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A fantastic opportunity for an experienced Financial Adviser to take over an established existing book of business in our Glasgow office. To help build strong relationships with and grow the revenue from Foster Denovo clients in addition to generating new leads and appointments from referrals. To be a trusted financial adviser to some of Foster Denovo's clients. This involves gaining an in-depth understanding of the clients' financial situation, their immediate needs and life goals and working with the paraplanning team to put together financial plans and advice solutions to help clients achieve their goals. To recommend, where appropriate, and deliver an outstanding review service to clients to ensure that their financial planning continues to meet their needs taking into account any changes to their circumstances, or changes in economy or legislation.
Responsibilities
- Act as a trusted Investment Adviser under the Approved Persons Certification regime in accordance with Foster Denovo procedures and FSA rules and guidance.
- Ensure all active clients have their annual review meetings which is fully documented.
- Conduct and follow the Foster Denovo Financial Advice process following all service standards, processes and procedures.
- Use cash flow tools, where appropriate, to bring the clients financial situation to life, demonstrating the impact and benefit of your advice.
- Work with the paraplanning and Client Experience Administration team to deliver an outstanding advice and service proposition to clients.
- Build relationships with prospective clients for future business purposes with a view to converting prospects into clients.
- Manage and strengthen relationships with introducers and their staff where applicable.
- Ensure all client files are maintained to Foster Denovo compliance standards.
- Generate new opportunities from client banks or other lead sources.
Key Skills and Personal Attributes
- Personable and able to use initiative.
- Understand the goals and aspirations of clients.
- Understand the ethos, values and Strategy of Foster Denovo.
- Team player.
- Self-starter.
- Energetic in approach.
About Us
Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we are driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.
What We Offer You
Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It's a culture that has created the space to think differently for the benefit of our clients.
Our Benefits Package Includes
- 25 days holiday (increasing by an additional day per annum up to 30 days).
- Discretionary bonus.
- Foster Denovo will match your personal pension contribution up to a maximum of 7.5%.
- Life assurance of up to 4 x your salary.
- Income protection of 75% of your basic salary in the event of long term sickness.
- Employees can use our financial advisers within the company for any financial advice or knowledge.
- Interest free season tickets loans, eye care and childcare vouchers.
- Shopping discounts portal (discounts on holiday, gym and high street retailers).
Financial Adviser in Glasgow employer: Foster Denovo
Contact Detail:
Foster Denovo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Glasgow
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with other professionals on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Be proactive in reaching out to potential clients. Don’t wait for them to come to you; introduce yourself and offer a free consultation. Show them how you can help them achieve their financial goals.
✨Tip Number 3
Utilise social media to showcase your expertise. Share valuable insights, tips, and success stories that resonate with your target audience. This will help establish you as a trusted adviser in the financial space.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll be part of a supportive team that values your growth and success as a Financial Adviser.
We think you need these skills to ace Financial Adviser in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Financial Adviser role. Highlight your experience with client relationships and financial planning, and don’t forget to mention any relevant qualifications or certifications that align with our ethos at Foster Denovo.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping clients achieve their financial goals. Share specific examples of how you've built relationships and provided outstanding service in your previous roles.
Showcase Your Skills: We want to see your personality and skills come through in your application. Mention your ability to use cash flow tools and your experience in conducting annual reviews. This will show us you understand the importance of thorough financial advice.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. We can’t wait to see what you bring to the Foster Denovo family!
How to prepare for a job interview at Foster Denovo
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial concepts and tools. Brush up on key metrics and be ready to discuss how you’ve used cash flow tools in past roles to help clients achieve their goals.
✨Build Rapport
Foster Denovo values relationship building, so practice your interpersonal skills. Think of examples where you've successfully built trust with clients or colleagues, and be prepared to share these stories during the interview.
✨Understand the Company Culture
Familiarise yourself with Foster Denovo’s ethos and core values. Show that you align with their commitment to client satisfaction and teamwork by discussing how you embody these values in your professional life.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and client management skills. Prepare scenarios where you had to navigate complex client situations or adapt to changes in legislation, showcasing your proactive approach.
