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  • Salary: £35000 - £40000 per annum
  • Location: Glasgow
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2020
  • Job reference: 30446

My client is currently looking for an experienced IFA to join their team in Glasgow.

The successful candidate will provide a high quality, business focused and cost effect service to their clients. They will be required to demonstrate a proactive and compliant approach in all areas of their work.

The Role

  • To give advice to clients on the full range of financial planning services such as:Investments, retirement, tax, education, savings, protection, long term care and mortgage planning
  • To ensure clients receive suitable advice in line with their needs and objectives
  • To act with honesty and integrity in all dealings with clients, and persons connected with the company
  • To develop and action an acceptable and effective business plan with your Manager
  • To generate a business pipeline level sufficient to meet your business targets
  • To produce written evidence of activities as required by the company and the Regulator
  • To maintain professional knowledge and develop existing skills by studying and taking exams to ensure up to date knowledge of the financial services sector
  • To use the research panel when selecting advice
  • To maintain and ensure client files are kept up to date to ensure the audit trail of advice, service and transactions is maintained in full accordance with business standards
  • To construct investment reports ensuring all information is correct and that the content meets the criteria set by the business

The Candidate

  • High level of confidence and ability with sales and presentational skills
  • Exceptional interpersonal skills and telephone manner
  • High quality of personal organisational skills
  • Ability to work in a team environment
  • A high level of commitment to their role and the company
  • The capability to maintain high standards of work and a positive attitude at all times
  • The capability to show empathy towards other team members
  • A high level of customer service and a proactive approach to the use of the company's systems and procedures
  • Proven organisation and administrative skills
  • A good knowledge of compliance and regulatory requirements
  • A professional business manner at all times
  • The capability to communicate effectively with people at all levels
  • Previous experience of working as an IFA and a proven track record of meeting annual sales targets
  • Minimum qualifications - QCA Level 4

For more information please contact Graeme Hyland.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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