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Independant Financial Advisor

3 months ago

Glasgow, Glasgow City, United Kingdom Cross Resourcing Full time

Are you a dedicated and results-driven IFA ready to take your career to the next level? We are thrilled to offer an exciting opportunity for a talented IFA to join a fast-growing business based in Glasgow.

Our client is experiencing rapid growth and success.

As they continue to grow, they are seeking a highly motivated IFA to assist in fiscal management and strategic decision-making processes.

As the Financial Advisor, you will provide clients with specialist advice on how to manage their money. You will be researching the marketplace so that you can recommend the most appropriate products and services available.

What you'll do

  • Contact clients and set up meetings, either within an office environment or in clients' homes or business premises
  • Conduct indepth reviews of clients' financial circumstances, current provision, and future aims
  • Analyse information and prepare plans best suited to individual clients' requirements
  • Complete risk analysis
  • Research the marketplace and provide clients with information on new and existing products and services
  • Design financial strategies
  • Assist clients to make informed decisions
  • Research information from various sources, including providers of financial products
  • Review and respond to clients changing needs and financial circumstances
  • Promote and sell financial products to meet given or negotiated sales targets
  • Negotiate with product suppliers for the best possible rates
  • Consult with head office and financial services providers
  • Communicate with other professionals, such as estate agents, solicitors, and valuers
  • Keep up to date with financial products and legislation
  • Produce financial reports
  • Contact clients with news of new financial products or changes to legislation that may affect their savings and investments
  • Meet the regulatory aspects of the role, e.g., requirements for disclosure, costs of the services provided and the advised products
What you'll need

What you'll receive

  • A competitive salary DOE
  • Enhanced Pension Contributions
  • Group income and protection scheme
  • Family friendly leave entitlement
  • Corporate Gym Membership
  • Employee Referral scheme
  • Electric Vehicle salary sacrifice scheme
  • Hybrid working
  • Career progression and development
What's next?

Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.