Financial Adviser - Glasgow

Our client is looking to welcome a Financial Adviser into their team in Glasgow, to advise clients as appropriate to their circumstances and objectives.

You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: 

-    provide technical and investment advice on all aspects of client’s requirements and wealth management planning
-    create, build and maintain long-term client relationships, through quality of service and advice
-    communicate information to clients in a manner appropriate for their level of understanding
-    maintain own knowledge of current affairs and the potential impact on client issues
-    explain the potential benefits and disadvantages of various products and services recommended to clients
-    conduct research and data analysis for both the client and special projects
-    keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role
-    adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA)
-    adopt an open, honest approach and deal with all aspect client affairs with integrity

The successful applicants will:

-    have a Level 4 Diploma in Financial Planning
-    have a minimum of 2 years’ experience in a Financial Adviser capacity 
-    have strong understanding of the full range of pensions and wealth management planning solutions 
-    be highly driven, self-motivated, have high initiative and be a good team player
-    be able to research, analyse and interpret a diverse range of highly technical information
-    possess excellent communication and negotiation skills
-    have excellent literacy, numeracy, and IT skills
-    be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally
-    have an ethical and professional approach to work

 
Qualification requirements

We expect an individual in this role to hold the following qualifications:

-    The minimum level is “level 4” Diploma with the aim of achieving Chartered status
 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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