Advisory
Glasgow

Financial Advisor

Ref: 306| Posted: 9th Jul 2018

This vacancy is now closed
As a Financial Advisor you will be providing bespoke financial advice to clients within the Glasgow office and across Scotland.
 
ABOUT OUR CLIENT
 
Leading legal service provider with offices in Scotland and Wales delivering a complete estate planning service direct to clients. In excess of 2000 clients per year trusting them to provide help to plan for the future and preserve assets for their family.
 
THE SUCCESSFUL APPLICANT
  • Proven experience within a similar role
  • Minimum Level 4 DipFA qualified
  • CAS status preferred but not essential
  • Highly motivated
  • Excellent communication skills
  • Exceptional customer service skills
JOB DESCRIPTION
  • Helping current clients with financial advice to complete the current estate planning process.
  • Working with the marketing and business development manager to uncover new sales opportunities.
REMUNERATION PACKAGE ON OFFER
 
Competitive salary and excellent benefits