Financial advisory occupations Work, Jobs in Govan, Glg (with Salaries)

Financial Adviser
Foster Denovo —Glasgow
- Employee discount
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Pensions Administrator
Hymans Robertson LLP —Glasgow
- £24,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Administration Apprenticeship
Hymans Robertson LLP —Glasgow
- £24,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Quick apply
Executive Assistant/Financial Services Administrator
AFS Financial Partners Ltd —Irvine
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
2d
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
3d
Digital Support Apprentice
QA Apprenticeships —Glasgow
- £20,000 - £21,000 a year
- Full-time
- Microsoft Outlook
- Communication skills
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Wealth Manager - Wealth Management
Barclays —Glasgow
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
3d
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience
Private Client Servicing Adviser
Swiss Life Global Solutions —Glasgow
- Annual leave
- Employee assistance programme
20h
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills
Senior Onboarding Calculations Consultant
LegalAndGeneral —Glasgow
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow
Senior Onboarding Calculations Consultant
Legal & General Investment Management —Glasgow
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount

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Financial Adviser

Foster Denovo -
Glasgow

Apply Now

Job details

Benefits

Company pension
Discounted gym membership
Employee discount
Childcare

Full job description

A fantastic opportunity for an experienced Financial Adviser to to take over an established existing book of business in our Glasgow office.

Purpose of the job:

To help build strong relationships with and grow the revenue from Foster Denovo’s clients in addition to generating new leads and appointments from referrals.

To be a trusted financial adviser to some of Foster Denovo’s clients. This involves gaining an in-depth understanding of the client’s financial situation, their immediate needs and life goals and working with the paraplanning team to put together financial plans and advice solutions to help clients achieve their goals.

To recommend, where appropriate, and deliver an outstanding review service to clients to ensure that their financial planning continues to meet their needs taking into account any changes to their circumstances, or changes in economy or legislation.

Job summary:

Act as a trusted Investment Adviser under the Approved Persons Certification

regime in accordance with Foster Denovo’s procedures and FSA rules and

guidance

Ensure all active clients have their annual review meetings which is fully

documented

Conduct and follow the Foster Denovo Financial Advice process following all

service standards, processes and procedures.

Use cash flow tools, where appropriate, to bring the clients financial situation to life

demonstrating the impact and benefit of your advice.

Work with the paraplanning and Client Experience Administration team to deliver

an outstanding advice and service proposition to clients.

Build relationships with prospective clients for future business purposes with a view

to converting prospects into clients

Manage and strengthen relationships with introducers and their staff where

applicable

Ensure all clients files are maintained to Foster Denovo compliance standards
Generate new opportunities from client banks or other lead sources
Relationship building

Key skills and personal attributes:

Personable and able to use initiative
Understand the goals and aspirations of clients
Understand the ethos, values and Strategy of Foster Denovo
Team player
Self-starter
Energetic in approach

About us

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

What we offer you:

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes:

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary;
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers.
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Apply Now

Refine Your Search

financial advisory occupations jobs in govan, glg

Financial Adviser

Senior IFA Administrator

Senior Paraplanner

Pensions Administrator

Administration Apprenticeship

Executive Assistant/Financial Services Administrator

Associate Wealth Planner

Paraplanner

Digital Support Apprentice

Pension Administrator

Senior Pension Administrator

Wealth Manager - Wealth Management

Client Relationship Support

Wealth Management Administrator

Paraplanner

Private Client Servicing Adviser

IFA Administrator

Senior Onboarding Calculations Consultant

Financial Planning Consultant

Senior Onboarding Calculations Consultant

I want to receive the latest job alerts for financial advisory occupations in govan, glg

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