Private Client IFA - £30-50k Base - Glasgow

Recruiter
Verridian Recruitment
Location
Glasgow
Salary
30000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

Our client is one of the UK's largest and most respected advisory companies who provide independent, personal and proactive advisory service to their clients. As an Independent Financial Adviser you will typically provide advice on the full range of financial planning services such as: investments; retirement; tax; education; savings; protection; long term care and mortgage planning.

You will be provided with administrative support to assist in providing an holistic advisory service whilst also having access to a number of central service functions such as Research, Marketing, Professional Development and Training and the Legal and Regulatory Department.

The successful applicant will provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives. you will always act in a compliant manner, providing excellent customer service and adhering to the FCA principles of "Treating Customers Fairly".

The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducer's.

In return you will be offered an attractive basic package with unlimited bonus potential and a platform achieve success.