Financial Advisor

Business Manager - Financial Services recruitment at Eden Scott

After continued growth for the past 2 to 3 years, a well respected financial adviser firm in central Glasgow are requiring a new IFA to join their growing team. The business has gone from strength to strength with increasing new business, along with existing client enquiries meaning the directors need additional support. They are truly ethical advisers who pride themselves in going the extra mile.

The successful individual will be provided with a full client base, administrative and paraplanner support.

You will have the ability to manage your own diary as best works for you and your clients in a flexible working environment.

The complexity of cases can depend on the level of experience. Whether it be to deal with renewals or to develop their client base – fundamentally for them they need someone who fits within their company culture with this being a rare time to recruit externally.

This is a truly exciting time to be joining them as they've experienced rapid growth over the past few years and anyone joining could be a part of steering the direction of the business.

• Provide full client base management with administrative and paraplanner support.
• Manage own diary and work in a flexible environment.
• Handle renewals or develop client base depending on experience.
• Support directors with new business development and client enquiries.

• Diploma 4 qualified with CAS status.
• Proven track record in relationship management, ideally whole of market financial advice or provider.
• Chartered or close to obtaining preferred.
• Independent, highly committed, passionate and goes the extra mile.

Mid-Senior level

Full-time

• Finance, Sales, and Consulting
• Financial Services and Banking

Work/life balance key. Rare and exciting time to join them.

To express interest please submit your details asap to discuss in full with Alison Curran prior to submission.