Independent Financial Adviser - Scotland - Competitive Package

  • Milne Craig
  • 08/11/2021
Full time Financial Adviser / IFA

Job Description

Milne Craig have a fantastic opportunity for an experienced financial adviser seeking a long term position, looking after the clients of a well-established, professional firm based in Paisley, near Glasgow. 

At this stage, the business needs an experienced adviser to join the team and pick up new enquiries, as the existing advisers are at full capacity.  We are never short of new opportunities, from client referrals, the accountancy practice and introductions from professional connections.

Being part of a commercially successful accountancy practice provides us with a significant amount of business support, not to mention direct access to tax-related services and other expertise. You will be joining the firm at a crucial time and working alongside the existing team to ensure we are able to offer a high quality, modern, adaptable financial planning service for the long term.

You will receive mentoring and assistance from the existing advisers and technical team and will be encouraged and supported through exam progress if desired.

Responsibilities

You will be the first point of contact for your clients and will provide independent advice, mainly, but not limited to, the following areas: investments, pension funding, retirement planning, tax mitigation, Trusts and IHT, protection and later life planning. There may also be the opportunity to get involved with corporate financial planning and group schemes.

Ensure your technical knowledge is kept up to date, utilising in house resources and support, external training and/or continued exam study as relevant.

Build good working relationships with the rest of the team, the support staff and main contacts in the accountancy practice.

Follow internal compliance processes at all times, engaging with external file checks and in house guidance and procedures regarding best practice and regulatory developments.

Apply our Investment Proposition – adhering to the processes developed by the Investment Committee but contributing to this work on request.

Ensure that client annual reviews are delivered on time and to a good standard, any adhoc client needs are met and a good relationship is maintained.

Generate sufficient business income to cover costs and earn potential additional bonus.

Make appropriate use of our client management system to manage tasks and log activity.

Oversee the work of less experienced staff where required and possible participation in training and mentoring of graduate trainees.

Essential Requirements

The successful candidate will have Competent Adviser status, be experienced in managing client relationships and providing advice across the spectrum of financial products and planning areas.

Chartered or working towards Chartered Status.

Ability to discuss financial markets, economic developments, investment risks and asset allocation decisions with clients where necessary.

Comfortable with cash flow modelling or willing to learn.

Enthusiasm for our industry, our profession and our role in helping individuals achieve their financial goals.

A strong team player, who works well alongside others, but also independently.

Enjoys a busy office environment, although flexible working practices apply.

Vacancy type

Full time (9am until 5pm Monday to Friday)

Part time may be considered

Permanent

Salary

Competitive salary range depending on experience and qualifications and potential for bonus earnings. A range of employee benefits and assistance with studying.

• Please mention Financial Planning Jobs when applying for this role •