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' financial lives.
- Qualifications: Experience in client advising and a desire to achieve Level 4 qualification.
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
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 the support of experienced management and a robust network, ensuring you 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 you bring to the table. Confidence is key, so rehearse until it feels natural.
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest developments in financial planning and protection advice will not only impress potential employers but also help you stand out as a candidate who’s genuinely interested in the field.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals to join our team. Plus, applying directly gives you a better chance of being noticed by our hiring managers.
We think you need these skills to ace Protection Adviser in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Protection Adviser role. Highlight any relevant experience you have in advising clients, especially in protection or mortgage advice. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Explain your current situation and future objectives clearly. Let us know why you're passionate about becoming a Protection Adviser and how you plan to achieve that Level 4 qualification with our support.
Showcase Your Client Focus:Since this role is all about client relationships, make sure to showcase your client-focused approach in both your CV and cover letter. Share examples of how you've successfully advised clients in the past and how you plan to continue doing so with us.
Apply Through Our Website:Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Henderson & Stone
✨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, especially those relevant to the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past experience as a Protection Adviser or Mortgage & Protection Adviser. Think about challenges you've faced, how you overcame them, and the positive outcomes for your clients. This will demonstrate your capability and readiness for the role.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and how they support advisers in their development. This shows that you're serious about your career and want to ensure it's the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm values integrity and competitiveness, so be honest about your ambitions and how you see yourself growing within the company. Authenticity can set you apart from other candidates.
