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Independent Financial Adviser

4 months ago

Glasgow, United Kingdom Heat Recruitment Full time

This is a privately owned Chartered financial planning and wealth management firm that specialises in Private and Corporate financial advice to a diverse range of HNW clientele. Due to their highly reputable service this firm is growing from strength tostrength, making now the ideal time to join the firm and take the next step in your career.

**The Opportunity**

Due to expansion, this firm is now looking to welcome a Chartered Financial Planner (or working towards) to the team to look after existing, high net worth clients. This position will have you advising High Net Worth clients through all of their monetaryneeds, from pensions and investments to cash flow planning, whilst in a part time, flexible working position.
**What's on Offer?**
- Group Pension Scheme - 5% employer and 5% employee contributions
- performance-related bonus scheme
- 24 Days holiday and statutory holidays
- Private Medical Insurance
- Group Critical Illness 2 x salary
- Group Income Protection
- flexible working

**What’s needed for me to be considered?**
- Hold Chartered Level 6 status or working towards
- Previous experience of advising High Net Worth clients.
- Strong knowledge of investment services and products

**What next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

**Job Synonyms**

Chartered Financial Planner, Chartered Paraplanner, Paraplanner, Financial Planner, Para-planner, Report Writer, Adviser Support, Financial Planning Technician, IFA Support, Technical Support, Chartered Para-Planner