Independent Financial Advisor

Full Job Description

Independent Financial Advisor

Competitive Salary

Permanent

Glasgow

Meraki Talent’s client is currently recruiting for a Independent Financial Advisor to join their established Glasgow-based firm. They are looking for an experienced individual who is looking for the next step in their career.

Responsibilities of the Independent Financial Advisor

• Build links with the clients’ other professional advisers to ensure seamless client experience.
• Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures.
• Delivering high quality financial planning and consistently achieving the required quality standards for a large portfolio of clients.

Background of the Independent Financial Advisor

• Demonstrable ability to understand client needs and requirements and how our business propositions meet these to be able to deliver value for both clients and the business.
• Previous experience in an IFA Role.
• Minimum Level 4 qualified on route to Chartered status
• Effective management of competing priorities to ensure delivery of quality solutions and against targets while ensuring adherence to processes and systems that have been put in place.

Consultant name: Jaimie Short

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