As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Exciting opportunity for a Financial Advisor to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.