Financial Adviser

Foster Denovo Limited; Glasgow; On-site; GBP 40,000 - GBP 70,000; Full time

Job summary

A financial advisory firm in Glasgow is seeking an experienced Financial Adviser to manage an established client book. The role involves nurturing client relationships to grow revenue and generating leads from referrals. The ideal candidate should be personable, understand clients' financial needs, and work well in a team. Key benefits include up to 30 days holiday, a discretionary bonus, and a competitive pension scheme. Join a supportive environment that values knowledge sharing and client success.

Benefits

25 days holiday (increasing to 30)

Discretionary bonus

Pension matching up to 7.5%

Life assurance

Income protection

Interest-free season ticket loans

Shopping discounts

Qualifications

• Experience in financial advising with a strong focus on client relationships.
• Ability to generate and manage leads effectively.
• Understanding the ethos and strategy of the organization.

Responsibilities

• Act as a trusted Investment Adviser under the regulatory regime.
• Ensure all active clients have their annual review meetings documented.
• Conduct the Financial Advice process according to service standards.

Skills

Personable

Client relationship management

Understanding client goals

Team player

Self-starter

Energetic approach

Job description

Overview

A fantastic opportunity for an experienced Financial Adviser to take over an established existing book of business in our Glasgow office.

Purpose of the job:

To help build strong relationships with and grow the revenue from Foster Denovo’s clients in addition to generating new leads and appointments from referrals.

To be a trusted financial adviser to some of Foster Denovo’s clients. This involves gaining an in-depth understanding of the client’s financial situation, their immediate needs and life goals and working with the paraplanning team to put together financial plans and advice solutions to help clients achieve their goals.

To recommend, where appropriate, and deliver an outstanding review service to clients to ensure that their financial planning continues to meet their needs taking into account any changes to their circumstances, or changes in economy or legislation.

Job summary

• Act as a trusted Investment Adviser under the Approved Persons Certification regime in accordance with Foster Denovo’s procedures and FSA rules and guidance
• Ensure all active clients have their annual review meetings which is fully documented
• Conduct and follow the Foster Denovo Financial Advice process following all service standards, processes and procedures.
• Use cash flow tools, where appropriate, to bring the clients financial situation to life demonstrating the impact and benefit of your advice.
• Work with the paraplanning and Client Experience Administration team to deliver an outstanding advice and service proposition to clients.
• Build relationships with prospective clients for future business purposes with a view to converting prospects into clients
• Manage and strengthen relationships with introducers and their staff where applicable
• Ensure all clients files are maintained to Foster Denovo compliance standards
• Generate new opportunities from client banks or other lead sources
• Relationship building

Key skills and personal attributes

• Personable and able to use initiative
• Understand the goals and aspirations of clients
• Understand the ethos, values and Strategy of Foster Denovo
• Team player
• Self-starter
• Energetic in approach

About us

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

What we offer you

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes

• 25 days holiday (increasing by an additional day per annum up to 30 days)
• Discretionary bonus
• Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
• Life assurance of up to 4 x your salary;
• Income protection of 75% of your basic salary in the event of long term sickness
• Employees can use our financial advisers within the company for any financial advice or knowledge
• Interest free season tickets loans, eye care and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)