Financial Adviser Job at Foster Denovo (Glasgow)

Job Description

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

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

Requirements

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

What we offer

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)

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Financial Adviser

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