Independent Financial Advisor
4 weeks ago
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
- Build links with the clients’ other professional advisers to ensure seamless client experience.
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
- Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients.
Background of the Independent Financial Advisor
- Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
- Previous experience in an IFA Role.
- Minimum Level 4 qualified on route to Chartered status
- Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place.
Consultant name: Jaimie Short
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