Location: Glasgow
Salary:£64.8k pa OTE (self-employed, initial financial support available)
Contract:Self-employed (with an initial draw) or employed package with benefits
This is a great opportunity for an Adviser with a client focused Financial Planning firm. Based in Glasgow, they have been advising and servicing their clients for over 20 years.
The Role
- Advising clients as a Protection Adviser or a Mortgage & Protection Adviser
- Conducting client reviews and providing advice
- Meeting clients remotely, or face-to-face by agreement with individual clients who live throughout the UK, many of whom are based in Scotland
- Achieving a Level 4 qualification within 12 months, with our support, while building your experience of dealing with clients
What We’re Looking For
- Some experience advising clients as a Protection Adviser or a Mortgage & Protection Adviser, conducting reviews and providing advice
- Integrity
- A highly competitive nature
- A keen desire to progress as an adviser with real support and guidance
Working Arrangements
- Option to work from home or from the office, with our advisers using both arrangements
- Support from experienced management and administration teams
- Ongoing training, based on your personal development needs, to ensure you are competent and confident in dealing with clients
- Business development supported by our network, Quilter Financial Planning, a leading UK financial services business
- Either a self-employed contract (with an initial draw) or an employed package with benefits
You may have experience in the following: Protection Adviser, Mortgage and Protection Adviser, Financial Adviser, Financial Planner, Protection Specialist, Mortgage Adviser, Insurance Adviser, Life and Critical Illness Adviser, Paraplanner, Financial Services Adviser, etc.
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