Independent Financial Advisor
4 weeks ago
Competitive Salary
Permanent
Glasgow
Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career.
Responsibilities of the Independent Financial Advisor
Build links with the clients’ other professional advisers to ensure seamless client experience.Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients.
Background of the Independent Financial Advisor
Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.Previous experience in an IFA Role.Minimum Level 4 qualified on route to Chartered statusEffective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place.
Consultant name: Jaimie Short
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