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.
Benefits: 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).
How to apply: To apply, please submit your CV plus covering mail (explaining your current situation and your objectives for your future).
Protection Adviser in Glasgow employer: Hireful
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 makes you a great fit for the role. Confidence is key!
✨Tip Number 3
Don’t shy away from online platforms! Use LinkedIn to showcase your skills and connect with industry professionals. Join relevant groups and participate in discussions to get noticed.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate advisers. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
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 set you apart.
Personalise Your Covering Mail:When writing your covering mail, 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, so let your personality shine through!
Showcase Your Client Focus:Since we’re all about client-focused service, make sure to include examples of how you've successfully advised clients in the past. This will demonstrate your ability to build relationships and provide tailored advice.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Hireful
✨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 ability to handle real-world situations effectively.
✨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 it's important to be professional, don't forget to let your personality shine through. The firm is looking for someone who demonstrates integrity and competitiveness, so be genuine in your responses and let them see the real you. This will help you connect better with the interviewers.
