At a Glance
- Tasks: Advise clients on investments, pensions, and protection while using interactive cashflow modelling.
- Company: A client-focused financial advice business built on integrity and professionalism.
- Benefits: Competitive salary, car allowance, and ongoing professional development opportunities.
- Other info: Join a supportive team culture with excellent career growth potential.
- Why this job: Make a real impact by helping clients achieve their financial goals with tailored advice.
- Qualifications: Experience as a financial adviser and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 49500 - 60500 £ per year.
Experienced Financial Planner, Glasgow. Advise a portfolio of around 200 households on investments, pensions, protection and intergenerational planning, bringing plans to life with interactive cashflow modelling.
This is a busy, client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term relationships with clients who have complex needs, backed by a centralised investment proposition and dedicated adviser support and paraplanning colleagues.
THE ROLE
- Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households
- Review clients’ circumstances, needs and objectives in depth, using cashflow modelling interactively to bring their plans to life
- Recommend suitable solutions using a centralised investment proposition
- Prepare and present clear, personalised financial plans and suitability reports
- Build strong 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
- Report to a Financial Planning Manager, with the independence to manage your own portfolio
- Ongoing professional development, including CPD and qualifications
- A regulated, client-focused environment with clear compliance procedures
- A positive team culture where colleagues share knowledge and support each other
ABOUT YOU: ESSENTIAL
- Experience as an adviser, including dealing with clients with complex needs
- Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
- Current Statement of Professional Standing (SPS)
- Demonstrable experience providing regulated financial advice
- 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 manage your time well, thrive in a fast-paced environment with competing priorities, and are comfortable with change and ongoing learning.
PACKAGE
- Basic salary of £60,000 to £80,000, depending on experience and qualifications
- On-target earnings of £100,000+
- Car allowance
Apply now for a confidential conversation about this financial planning opportunity.
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 Financial Adviser in Glasgow
✨Tap into Campus Networks
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✨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.
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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.
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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 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.
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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
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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.
