At a Glance
- Tasks: Advise clients on protection and mortgage options while building your expertise.
- Company: Established financial planning firm with over 20 years of client service.
- Benefits: Flexible working options, competitive salary, bonuses, and ongoing training.
- Other info: Great career progression opportunities with a leading UK financial services network.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in client advising and a desire to achieve Level 4 qualification.
The predicted salary is between 49500 - 60500 £ per year.
Protection Adviser
This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years.
The successful applicant will have some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice.
You will now want to achieve a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients.
There is the option to work from home or from our office, with our advisers using both arrangements.
You will benefit from the support of experienced management and administration teams.
Ongoing training is offered, based on your personal development needs, to ensure you are competent and confident in dealing with clients.
Your business development will be supported by our network, Quilter Financial Planning, a leading UK financial services business.
Meetings may be completed remotely, although we also meet clients face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland.
Should you be able to demonstrate integrity, be highly competitive, and be keen to progress as an adviser with real support and guidance, this position could be an excellent opportunity for you.
We offer either a self-employed contract (with an initial draw) or an employed package with benefits.
- For an employed adviser, this would be a £26k pa salary + bonus = £53k pa OTE.
- For a self-employed adviser, this would be £64.8k pa OTE (initial financial support is available).
To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future).
Protection Adviser in Glasgow employer: Global Ridgeway Holdings
Join a client-focused Financial Planning firm in Glasgow that has been dedicated to serving its clients for over 20 years. With a strong emphasis on employee development, you will receive ongoing training tailored to your personal growth needs, alongside the support of experienced management and administration teams. Enjoy the flexibility of working from home or the office, while being part of a collaborative culture that values integrity and ambition, making it an ideal environment for aspiring Protection Advisers.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in Glasgow
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Global Ridgeway Holdings for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Protection Adviser in Glasgow
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Global Ridgeway Holdings. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Global Ridgeway Holdings. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Global Ridgeway Holdings
✨Show Off Your Financial Savvy
When you're talking with Global Ridgeway Holdings, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Global Ridgeway Holdings.
