Senior Financial Adviser to Grow Client Wealth & Plans

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

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.