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: Competitive salary, bonus potential, flexible working options, and ongoing training.
- Other info: Dynamic work environment with opportunities for personal and professional growth.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in client advising and a desire to achieve Level 4 qualification.
The predicted salary is between 26000 - 53000 £ per year.
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: Henderson Stone & Co Ltd
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 opportunity to work flexibly from home or the office. Benefit from a supportive management team and a robust network, ensuring you have the resources to thrive as a Protection Adviser while enjoying a competitive salary and bonus structure.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who are already working as Protection Advisers. They can provide insider tips and might even refer you to opportunities that aren't advertised.
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly articulate your experience and what makes you a great fit for the role. Confidence is key, so rehearse until it feels natural.
✨Tip Number 3
Don’t shy away from asking questions during interviews! Show your interest in the company and the role by asking about their approach to client relationships and how they support their advisers. It’ll help you stand out as someone genuinely interested.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you along the way, and applying directly shows your enthusiasm for the position. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Protection Adviser in Glasgow
Some tips for your application 🫡
Craft a Compelling CV:Your CV is your first impression, so make it count! Highlight your experience as a Protection Adviser or Mortgage & Protection Adviser, and don’t forget to showcase any relevant qualifications or achievements that align with the role.
Personalise Your Covering Email:When writing your covering email, be sure to explain your current situation and future objectives clearly. This is your chance to show us why you’re the perfect fit for the role and how you can contribute to our team!
Showcase Your Client Focus:Since this role is all about client relationships, make sure to include examples of how you've successfully advised clients in the past. We want to see your client-focused approach and how you’ve made a difference in their financial planning.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s quick and easy, and you’ll be one step closer to joining our fantastic team at StudySmarter!
How to prepare for a job interview at Henderson Stone & Co Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and protection advice. Familiarise yourself with the latest trends in the industry, as well as the specific services offered by the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Protection Adviser or Mortgage & Protection Adviser. Prepare specific examples of how you've successfully advised clients and conducted reviews. This will help demonstrate your capability and confidence in dealing with clients.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company. This could include inquiries about their training programmes or how they support advisers in their development. It shows that you're engaged and thinking about your future with them.
✨Demonstrate Your Drive
Express your eagerness to achieve the Level 4 qualification within 12 months and how you plan to utilise the support offered. Highlight your ambition and competitive nature, as these traits are essential for success in this role.
