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, ongoing training, and career development support.
- Other info: Dynamic work environment with opportunities for both self-employed and employed contracts.
- 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 Scotland 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 flexibility of working from home or the office. Benefit from the support of experienced management and a robust network, ensuring you have the tools and guidance necessary to thrive as a Protection Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land Protection Adviser in Scotland
✨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 explain 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! Read up on the latest in financial planning and protection advice. This knowledge will not only impress during interviews but also help you engage meaningfully with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Protection Adviser in Scotland
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 excited about this opportunity and how you can contribute to our team. Keep it personal and engaging!
Showcase Your Qualifications:If you have any qualifications related to financial planning or protection advice, make sure to mention them. If you're working towards your Level 4 qualification, let us know! We love seeing candidates who are eager to learn and grow.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the necessary updates. Plus, it shows you're keen on joining our team!
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 key concepts and regulations in the industry, as well as the specific services offered by the firm. This will show that you're serious about the role and ready to hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Protection Adviser or Mortgage & Protection Adviser. Think of specific examples where you've successfully advised clients or conducted reviews. This will help demonstrate your capability and how you can add value to their team.
✨Ask Thoughtful Questions
Interviews are a two-way street, so come prepared with questions that show your interest in the firm and the role. Ask about their approach to client relationships, ongoing training opportunities, or how they support advisers in their business development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Demonstrate Your Drive
Since they're looking for someone who is keen to progress, be ready to talk about your career goals and how you plan to achieve your Level 4 qualification. Highlight your ambition and willingness to learn, as this aligns perfectly with what they’re looking for in a candidate.
