Glasgow Financial Adviser
4 days ago
We are looking for a skilled Glasgow Financial Adviser to join our team. As a key member of our team, you will provide expert advice to clients on their financial objectives and circumstances.
A minimum of 2 years' experience in a Financial Adviser capacity is required, along with a strong understanding of pensions and wealth management planning solutions. A Level 4 Diploma in Financial Planning is also necessary.
The estimated annual salary for this role is £50,000 - £70,000, depending on your level of experience.
Key Accountabilities:- Provide technical guidance on investment and wealth management strategies to clients.
- Build and maintain long-term client relationships through exceptional service and expertise.
- Conduct market research and analysis for clients and internal projects.
- Ensure compliance with industry regulations and standards.
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