Financial Planner

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2020-11-19 12:34:451970-01-01Zachary Daniels
Job TypePermanent
AreaScotland, UKScotlandUKGlasgow
SectorSenior Appointments
Start DateASAP
AdvertiserZachary Daniels
Job RefBBBH19917_1605789289

Zachary Daniels are working on an excellent opportunity for a Financial Planner to join a prestigious IFA in the Glasgow area. This will be a self-employed financial planner position.

This company is a fantastic independent company who have carved out a fantastic reputation with the IFA Market, they have full back office and compliance support, as well as support with generating business. They provide whole of market advice and work with all cases and clients of all backgrounds.

This is the chance to join a company who have a professional ethos and standing but at the same time firmly believe in building strong and lasting relationships with clients to ensure the longevity of those relationships.

The successful candidate will support maintain and develop the on-going service they provide to their existing clients, with a key focus on building new client relationships. You will have the opportunity to build new client relationships utilising their existing client bank.

Main Duties/Responsibilities

  • Self-Employed Financial Advisor role
  • All leads and clients provided
  • Access to business development support team
  • Un-capped earnings
  • Able to build up a long-term client book
  • Able to build your recurring income
  • Manage your own diary
  • Market leading IT system
  • Generate revenue to agreed targets
  • Deliver financial planning advice to both existing and new clients
  • Operate within the compliance and corporate standards of the business
  • Undertake appropriate professional development and training

The successful candidate will possess

  • Minimum professional qualification - CII Diploma or equivalent, working towards Chartered Status
  • 12 months minimum experience as a Financial Advisor
  • Experience working within a busy IFA practice
  • Self-sufficient and have a credible business plan
  • Good at business development or looking to build up own client book
  • You may have a client book already and need a superior proposition
  • Highly motivated, ambitious and hard-working
  • Proven track record of success and achievement
  • Comprehensive understanding of key areas of financial planning
  • Interpersonal skills to develop and maintain client trust and inspire confidence
  • Articulate - able to communicate effectively in verbal and written form
  • Commercially orientated


  • Uncapped bonus
  • Professional Opportunities

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