Details:
- Salary: £70,000 - 80,000 - Annum
- Location: Glasgow Glasgow City
- Date: 2 weeks ago
Description:
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