Financial adviser
1 month ago
My client is a growing and highly reputable, independent stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team based South of Glasgow.
You will have your own paraplanner and sales support along with offering a client base for the successful candidate and the complexity of cases can depend on the level of experience. Whether it be to deal with renewals or to develop their client base - fundamentally as an independent practice they need someone who fits within their company culture.
To be considered you must be diploma 4 qualified with CAS status, along with having a proven track record within relationship management, whole of market advice ideally and sales. You will be passionate and an independent individual who is highly committed and truly goes the extra mile.In return you will be offered a rare and exciting time to join them and be a part of an exciting time in their history. You will be rewarded with acompetitive basic, pension and commission package.This job is currently moving to interview. To express interest please submit your details aa soon as possible to discuss in full with Alison Curran prior to submission.
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Financial adviser
1 month ago
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Financial Advisor
1 month ago
Scotland, United Kingdom Eden Scott Full timeA highly regarded wealth management firm with regional offices have a rare opportunity for an experienced financial adviser to join their team based East of Scotland/Fife/Edinburgh. The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other...
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Scotland, United Kingdom IDEX Consulting Full timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and providers with Financial Express Analytics &...
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IFA administrator, Trainee Paraplanner
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