Desk Based Financial Adviser

1 month ago


Glasgow, Glasgow City, United Kingdom Idex Full time

Exciting Opportunity for a Financial Planner

We have a fantastic opportunity for a Financial Planner to join a dynamic financial planning firm. This role is ideal for someone who is passionate about providing top-quality financial planning services to clients. The position is a hybrid role, and applicants should be located within a reasonable distance from either Glasgow or Edinburgh, where the company has offices.

Requirements for the Ideal Candidate:

  • CAS qualification or working towards it
  • Level 4 diploma certification
  • Proficiency in Microsoft Word, Excel, and databases
  • Strong ambition to succeed as a Financial Planner

Main Responsibilities:

  • Manage an assigned client portfolio
  • Attract new client inquiries and convert them into business opportunities
  • Execute sales and marketing strategies in alignment with company objectives
  • Achieve or exceed annual revenue targets
  • Provide expert financial advice to clients
  • Maintain compliance with company policies and regulatory standards
  • Continuous professional development and knowledge enhancement
  • Deliver exceptional client service and communication
  • Develop relationships with external partners for additional business prospects
  • Identify training needs for personal improvement

This role is suited for individuals with paraplanning experience transitioning into an advisory role. Candidates with a background in new business development and a drive to excel as an Adviser will thrive in this position.

About Us:

IDEX Consulting Ltd is dedicated to creating an inclusive work environment where diversity is celebrated. We strive to foster a culture of fairness and respect for all employees, promoting equitable opportunities at every level of our organization.


  • Financial Adviser

    1 month ago


    Glasgow, Glasgow City, United Kingdom Premier Jobs UK Limited Full time

    Exciting opportunity for a Financial AdviserA rapidly growing fintech firm is currently seeking a Financial Adviser to join their team. The company provides a range of financial services and offers a digital platform for clients to manage their wealth online. As a Financial Adviser, you will be responsible for building and managing your own client base...


  • Glasgow, Glasgow City, United Kingdom Mr Mortgage Adviser Full time

    Mortgage Adviser Role  


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Eden Scott are working in partnership with our client, based in central Glasgow in their search for highly client focussed and ambitious Financial Advisers to be part of their growth plans over the years to come. As a business part of their strategy moving forward ideally are looking for high calibre Chartered (or working toward) IFAs seeking a safe home for...

  • Financial Adviser

    1 day ago


    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    **About the Role**We are seeking a highly skilled and experienced Financial Adviser to join our team at Eden Scott. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.**Key Responsibilities**• Provide high-quality financial advice to...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Title: Client Service Desk LeadJob Summary:Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Description**About the Role**Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving continuous...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Description**About the Role**Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving continuous...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity at Eden ScottWe are seeking a highly experienced and skilled Financial Adviser/Senior to join our team at Eden Scott. As a leading Chartered Financial Adviser firm, we pride ourselves on delivering exceptional client service and upholding the highest company ethics.About the RoleAs a Financial Adviser/Senior, you will be responsible for...

  • Service Desk Manager

    17 hours ago


    Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Summary:Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving continuous improvement within the...

  • Service Desk Manager

    33 minutes ago


    Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Summary:Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving continuous improvement within the...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Our client, a leading provider of data center and cloud services, is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team.The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to clients, maintaining high levels of customer satisfaction, and driving continuous...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Our client, a leading provider of data center and cloud services, is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team.The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to clients, maintaining high levels of customer satisfaction, and driving continuous...


  • Glasgow, Glasgow City, United Kingdom Nine Twenty Recruitment Full time

    Job Title: Service Desk ManagerJob Summary:Nine Twenty Recruitment is seeking an experienced and dynamic Service Desk Manager to lead and manage the Service Desk team. The ideal candidate will be responsible for ensuring the efficient and effective delivery of support services to our clients, maintaining high levels of customer satisfaction, and driving...

  • Front Desk Associate

    14 hours ago


    Glasgow, Glasgow City, United Kingdom Village Hotels Full time

    About the RoleWe are seeking a highly skilled and enthusiastic Front Desk Associate to join our team at Village Hotel Club. As a key member of our reception team, you will be responsible for delivering exceptional customer service and ensuring that every guest receives a warm and welcoming experience.Key ResponsibilitiesProvide exceptional customer service...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a highly skilled Senior Client Solutions Operations Analyst to join our technical servicing team at Nucleus Financial.This role is integral to our customer service strategy, requiring a professional with exceptional organizational skills to maintain a healthy balance between delivering on customer needs and expectations, while managing a...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're seeking a highly skilled Senior Client Solutions Operations Analyst to join our technical servicing team at Nucleus Financial.This role is integral to our customer service strategy, requiring a professional with exceptional organizational skills to maintain a healthy balance between delivering on customer needs and expectations, while managing a...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity at Eden ScottEden Scott, a leading financial services company, is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the company's financial advisers in providing high-quality services to clients.Key Responsibilities:Provide technical research and report writing support to financial...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    **Job Summary**Eden Scott is seeking a highly skilled and experienced professional to join our team as a Paraplanner (Pensions Management). As a key member of our financial planning team, you will provide essential support to our financial advisers through technical research and report writing.**Key Responsibilities:**Conduct thorough research and analysis...


  • Glasgow, Glasgow City, United Kingdom Jameson Legal Full time

    **About the Role**We are seeking an experienced Tech and Data Lawyer to join our team at Jameson Legal for a 6-month assignment with a leading global financial services firm in Scotland.The successful candidate will have a strong background in advising on technology, data, and intellectual property matters across EMEA, with a focus on financial...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We're on the lookout for a Client Solutions Analyst to join our user Client Solutions Operations team on a 12-month fixed term contract. Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers' needs and expectations, while managing a dynamic and varied workload. Every day you'll...