Financial Advisor
2 weeks ago
Financial Advisor
Position Type: Full-time - Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities. Responsibilities: 1. Financial Advisory Services: * Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance. * Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning. * Conduct financial analysis and research to identify suitable investment opportunities and products. * Regularly review and monitor clients' investment portfolios, making adjustments to align with their objectives and market conditions. 2. Client Relationship Management: * Build and maintain strong relationships with clients based on trust, integrity, and professionalism. * Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery. * Actively engage in networking activities and client prospecting to expand the client base. 3. Compliance and Regulation: * Adhere to industry regulations, compliance policies, and ethical standards. * Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities. * Stay up-to-date with financial industry trends, regulations, and best practices. Qualifications and Skills: * Bachelor's degree in finance, economics, accounting * Advanced Diploma / Chartered or Diploma Qualified and working towards the Advanced Diploma /Chartered * Previous experience in financial planning, investments required, or an experienced paraplanner looking to move into a Financial Advisor role. * Strong knowledge of investment products, financial markets, and financial planning strategies. * Excellent analytical, problem-solving, and decision-making skills. * Effective communication and interpersonal skills to interact with clients and team members. * High level of professionalism, ethics, and integrity. * Ability to work independently and as part of a team, demonstrating flexibility and adaptability #J-18808-Ljbffr-
Financial Advisor
1 month ago
Glasgow, United Kingdom Premier Jobs UK Full timeAre you a highly experienced Financial Advisor in Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation...
-
Financial Advisor
2 weeks ago
Glasgow, United Kingdom Risk Free Recruitment Ltd Full timeFinancial Advisor Position Type: Full-time – Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and...
-
Financial Advisor
2 weeks ago
Glasgow, United Kingdom Risk Free Recruitment Ltd Full timeFinancial AdvisorPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently...
-
Financial Advisor
2 weeks ago
Glasgow, United Kingdom Risk Free Recruitment Ltd Full timeFinancial AdvisorPosition Type: Full-time - EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take...
-
Financial Advisor
4 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeFinancial AdvisorRead the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.Position Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial...
-
Independent Financial Advisor
3 days ago
Glasgow, United Kingdom Paradigm Employment Services Full timeIndependent Financial Advisor Exciting opportunity for a Financial Advisor to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Glasgow area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...
-
Independent Financial Advisor
3 days ago
Glasgow, United Kingdom Paradigm Employment Services Full timeIndependent Financial AdvisorExciting opportunity for a Financial Advisor to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Glasgow area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any...
-
Independent Financial Advisor
2 days ago
Glasgow, United Kingdom meraki talent ltd Full timeIndependent Financial Advisor Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. 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...
-
Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgowMeraki 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 AdvisorBuild links with...
-
Independent Financial Advisor
7 days ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeJob Description Independent Financial Advisor 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
13 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management GroupLocation: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced...
-
Financial Advisor
13 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management Group Location: Glasgow, United Kingdom Position Type: Full-time – Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an...
-
Financial Advisor
9 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management GroupLocation: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced...
-
Financial Advisor
19 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management GroupLocation: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced...
-
Financial Advisor
18 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management Group Location: Glasgow, United Kingdom Position Type: Full-time – Employed Job Summary: Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an...
-
Financial Advisor
3 hours ago
Glasgow, United Kingdom RiskFree Recruitment Full timeJob DescriptionCompany: Wealth Management GroupLocation: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow...
-
Financial Advisor
15 minutes ago
Glasgow, United Kingdom RiskFree Recruitment Full timeCompany: Wealth Management GroupIs this the role you are looking for If so read on for more details, and make sure to apply today.Location: Glasgow, United KingdomPosition Type: Full-time – EmployedJob Summary:Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor...
-
Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow 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 AdvisorBuild links...
-
Independent Financial Advisor
2 weeks ago
Glasgow, United Kingdom meraki talent ltd Full timeIndependent Financial AdvisorMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Competitive SalaryPermanentGlasgowMeraki 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...
-
Independent Financial Advisor
4 weeks ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeIndependent Financial AdvisorCompetitive SalaryPermanentGlasgow 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 AdvisorBuild links...