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Trainee Adviser

  • Location: Glasgow
  • Salary: support, training, benefits
  • Contract hours: FullTime

Job provided by Eden Scott


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About the job

One of the UKs leading independent financial advisors, who over 2018 have had a fantastic year are recruiting for an associate adviser to work in their specialist division. They have consistently been expanding their teams across the whole of the UK and are continuing to grow further.

This is an exciting opportunity based in their Glasgow offices. You will be working alongside an authorised adviser to obtain the experience you need to become a qualified Financial Adviser obtain CAS status and the skills to develop a client base.

Responsibilities

Main responsibilities include providing financial planning to existing clients in a compliant manner while providing exceptional client service. Other responsibilities include:

Undertake regular and frequent factfinding, presentation, and servicing review meetings with line management and other company facilitators
To provide excellent client service to your active client bank and provide at least one servicing meeting per annum
Contact all leads supplied and strive to recognise new business opportunities
Maintain and ensure client files are kept up to date to ensure the audit trail, service and transactions are maintained in full accordance with business standards
Construct investment reports ensuring all information is correct

Requirements

Essential requirements expected by our client are Diploma Level 4 Status (Chartered status preferred). Should be confident with sales and presentational skills with exceptional interpersonal skills and telephone manner. Other requirements include:

Excellent organisational skills
Ability to work in a team
Previous experience working in an IFA
Drive and motivation to deliver and exceed business targets with an eagerness to learn and develop skills

Benefits

25 days holiday (plus bank holidays)
Flexible benefit scheme
Company pension scheme
Attractive incentive sales rewards
Participation in quarterly bonus scheme
Support and training

An excellent opportunity for the right candidate, please do not hesitate to get in touch!

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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies

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Did you know that Zoek has over 100,000 UK jobs available, your next job could be a click away! Start a new job search on Zoek!