At a Glance
- Tasks: Provide financial advice on investments, pensions, and tax planning via phone and Teams.
- Company: Client-focused advice business built on integrity and professionalism.
- Benefits: Competitive salary of £40,000 to £50,000, ongoing professional development, and supportive team culture.
- Other info: Enjoy a positive team culture with independence to manage your own work.
- Why this job: Help clients achieve financial security while building long-term relationships in a dynamic environment.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in providing financial advice.
The predicted salary is between 40000 - 50000 £ per year.
Financial Adviser (desk based), Blantyre, near Glasgow. Provide regulated advice on investments, pensions, protection and tax planning by phone and Microsoft Teams, supported by a centralised investment proposition and dedicated adviser support and paraplanning teams. £40,000 to £50,000 depending on experience and qualifications. This is a client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term client relationships, help people achieve financial security and wellbeing, and work in a team that shares knowledge and supports each other.
THE ROLE
- Provide regulated financial advice across investments, pensions, protection and tax planning, normally over the phone or via Microsoft Teams
- Review clients’ financial circumstances, needs and objectives in depth
- Recommend suitable solutions using a centralised investment proposition
- Prepare and present clear, personalised financial plans and suitability reports
- Build strong client relationships through engaging regular reviews and proactive communication
- Identify vulnerable clients and take extra care where needed
- Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives
SUPPORT AND DEVELOPMENT
- Adviser support and paraplanning colleagues working alongside you
- Ongoing professional development, including CPD and qualifications
- A regulated, client-focused environment with clear compliance procedures
- A positive team culture, with the independence to manage your own work
ABOUT YOU:
- Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
- Demonstrable experience providing regulated financial advice, either sitting in on meetings or leading them
- Up-to-date CPD record
- You will have strong technical knowledge of financial products, markets and FCA regulations, excellent communication skills and the ability to explain complex information clearly.
- You value integrity, enjoy building long-term relationships, and are comfortable with change and ongoing learning.
Desk Based Financial Adviser in Glasgow employer: Ortus PSR Careers
Join a forward-thinking wealth management firm in Launceston, Cornwall, where you can thrive as an Independent Financial Adviser. With a strong emphasis on client-centric service and a supportive work culture, you'll benefit from comprehensive in-house resources, marketing support, and opportunities for professional growth. Enjoy the flexibility of a home-based role while having access to office facilities, allowing you to focus on building meaningful client relationships and achieving financial independence for your clients.
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Financial Adviser in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ortus PSR Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Desk Based Financial Adviser in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ortus PSR Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ortus PSR Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ortus PSR Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ortus PSR Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ortus PSR Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ortus PSR Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
