* A client bank from day one
* Full technical and paraplanning support
* The opportunity to join a long-established advice firm with a loyal client base
* A role focused on servicing clients and developing existing relationships
If so, this opportunity could be your next move.
A well-established financial advice business in Glasgow is looking to appoint an Experienced Financial Adviser to service and develop an existing portfolio of clients.
You will focus on conducting client reviews, strengthening long-term relationships and identifying new opportunities within the existing client base.
Key Responsibilities
* Manage and develop an existing client bank
* Provide advice across pensions, investments and protection
* Conduct regular client reviews
* Identify new opportunities within the client portfolio
Requirements
* Experienced Financial Adviser / Wealth Adviser
* Comfortable advising across multiple areas of financial planning
* Strong relationship and client servicing skills
* Ability to commute to Glasgow
Package
* £50,000 – £60,000 basic salary
* Uncapped commission
* Existing client bank provided
* Full technical and paraplanning support
* Long-term career opportunity with a well-established firm
Salary description
£50000.00 - £60000.00 per year