Average Financial Adviser salary in Glasgow

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you.The role: The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered Over the course of the first year you will then be given clients to manage whilst still maintaining some paraplanning duties You will deliver high quality financial planning remotely and achieving required quality standards on a consistent basis Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed Build links with the clients' other professional advisers to help the client meet their needs Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the businessThis is a unique opportunity not to be missed and will offer the gateway to full Financial Planning. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Employed Financial Adviser opportunity Take over an existing client bank! Our client is looking for an experienced Financial Adviser to take over an existing client bank from a retiring Financial Adviser, whose clients are in Glasgow/Edinburgh areas with substantial on-going advice. Employed with Salary from £50,000 to £60,000 depending on experience. Financial Adviser requirements: Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to thisSPS holder and CAS holderThe ability to seamlessly pick up a portfolio and retain and develop all clients They are committed to providing independent financial advice and defend this philosophy passionately. Their independence means that they have access to the whole of the market place, which they believe is the only route to appropriate advice. Benefits package: 24 days annual leave increasing to 30 days with service, plus 3 days at Christmas, with the ability to purchase extra annual leave if needed.Workplace pension scheme.Support when you are sick including paid sick leave, critical illness cover, and group income protection from 13 weeks.Private medical insurance.Voluntary health cash plan.Life assurance.Voluntary car leasing plan. Please get in touch, we have other similar roles in various geographic locations!

Job Title: Adviser Relationship Manager Location: Scotland, primarily homebased role with occasional travel. Must drive. Salary: To be discussed upon initial call, senior candidates at this level will be greatly compensated. Introduction This is an exciting opportunity for an experienced Financial Adviser to lead a team of Advisers across a region. You will be experienced within management of a senior team previously, and able to provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target. This is a highly rewarding position within a highly reputable IFA firm that can offer great compensation and flexibility within the role. The company: Capio Recruitment have partnered with a successful and progressive company, currently managing around £10billion funds under management, made up of over 22,000 clients across the UK. As a rapidly growing national firm, they have opportunities across the country which enable their employees to work flexibly with some fantastic technology and support behind them. Today they are one of the largest independently owned wealth management firms in the UK, who work with both individuals and businesses achieve their financial goals. What type of candidate are we looking for? To be successful within this role, the candidate should posses the follow qualities; LEADERSHIP - Presents with confidence, engages with their team, responds quickly to the needs of the team, their reactions and feedback and projects credibility. EXPERIENCE - Track record of managing successful teams, Diploma qualified as a minimum and CF30. KEY BEHAVIOURS - Professional, confident, enthusiastic and committed. Focuses on clients needs and sets high standards, monitors and maintains quality productivity Essential attributes you need for this role: Used to working in a fast changing environmentFast thinking and able to flex between strategic and tacticalMinimum 5 years management experienceUnderstanding of AO/IO with a good knowledge of platforms and providersDiploma qualified - CF30 requirement and current SPSBroad awareness of regulation with the financial services industry What can our client offer in return? As this is a senior role within a leading UK firm, you can expect to be greatly compensated in terms of salary, flexibility and benefits. Some benefits that are offered include; Private Medical InsuranceDeath in Service 4x salaryGroup Income ProtectionCritical Illness CoverEmployer Pension ContributionShutdown over XmasVarious bonus schemes depending on role and levelProfessional Qualifications and study paid for in FULL.Home and flexible workingEnhanced Maternity/ PaternityBull & Sell HolidayEmployee Assistance ProgrammeCashplan for eye tests, dental ect AND MORE! So, what next? If you are an existing adviser relationship manager that fancies a change, or are a financial adviser with management experience looking for the next step in your career, we invite you to apply! After applying, one of our specialist consultants at Capio Recruitment will be in touch to run through your application and role in further detail. All applications are appreciated, but only shortlisted candidates will be contacted.