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Financial Adviser

CFP JOBS
Posted 7 days ago, valid for 7 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The position is for a Senior Financial Adviser based in Glasgow or Edinburgh with a starting salary negotiable between £50,000 and £60,000 depending on qualifications and experience.
  • Candidates should have a Level 4 Diploma and be working towards Chartered status, with a preference for those with at least a year of experience in financial advising.
  • The role offers excellent on-target earnings (OTE) potential of £80,000, along with benefits such as a company car or car allowance, and participation in bonus schemes.
  • Financial Advisers will provide advice to both new and existing clients without needing a pre-existing client bank, and support will be provided for skill development.
  • The company is open to considering Mortgage Advisers who meet the Level 4 Diploma requirement and encourages individuals from various financial backgrounds to apply.

Senior Financial Adviser - Glasgow - Edinburgh

Starting salary negotiable dependent on skills & experience + Car/allowance + bonus with excellent on target earnings.

Home-based Financial Adviser dealing with professional client base with OTE £80,000

As a Financial Adviser you will provide financial advice to both new and existing customers. You do not need a client bank for this role!

About You

It is key that you are Level 4 Diploma qualified and working towards Chartered status. If you are a Financial Adviser, Financial Consultant, Wealth Manager or Independent Financial Adviser (IFA) then we have many UK wide opportunities so please get in touch. Our client will also consider Mortgage Advisers who have Level 4 Diploma.

Package on Offer

  • Negotiable basic salary £50,000 - £60,000 depending on qualifications and experience.
  • Participation in quarterly and annual bonus schemes
  • Realistic income potential off 6 figures
  • 25 days holiday (plus Bank Holidays)
  • Company car or car allowance £6,000
  • Generous company pension scheme with up to 10% employer matched contributions
  • Flexible benefits scheme
  • Plus, all the support and training that you will need to develop your skills as a financial advisor.

But this is just the start - Financial Advisers can have appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.

If you are looking for a Financial Adviser position but this role is not what you are looking for then please get in touch for an informal chat about your career…just submit your CV with notes.

Financial Adviser, Financial Consultant, Wealth Manager or Independent Financial Adviser (IFA)

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.