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Mortgage Advice Bureau (MAB)
Glasgow
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. Are you a fully qualified Mortgage Adviser with experience of providing a first class advised customer service to all types of mortgage customers? If so, we are delighted to offer exciting opp
Job Source: Mortgage Advice Bureau (MAB)FLEET1 RECRUITMENT
Glasgow
Join Fleet1 Recruitment as a Customer Service Adviser: Ignite Your Career in Customer Excellence! Unleash Your Potential! Why Fleet1? Continuous Learning: Immerse yourself in a culture of ongoing education through seminars, ensuring you stay ahead in industry trends. Global Exposure: Feed your adventurous spirit with opportunities for internationa
Job Source: FLEET1 RECRUITMENTRecruit UK | Certified B Corp™
Glasgow, Scotland, United Kingdom
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract. This position is pivotal in supporting the admini
Job Source: Recruit UK | Certified B Corp™Vision-FS Recruitment
Scotland, United Kingdom
Financial Services | Financial Coach Location: Scotland Salary/Package: Up to £54,000 (depending on experience), lucrative annual bonus, 25 days’ annual leave, pension (6% employer/3% employee), PMI, study support, income protection YOUR NEW COMPANY Our client is a leading North West-based financial wellbeing and retirement specialist, working
Job Source: Vision-FS RecruitmentCORE Talent Solutions Ltd
Glasgow, Scotland, United Kingdom
Protection Development Manager Office-based travel across their Scottish network Permanent Salary Negotiable, plus bonus & benefits Are you interested in joining a leading broker, who provides free advice, uncapped commission, and has ambitious growth plans to expand across the UK? Do you have a passion for people and training, coupled with Prote
Job Source: CORE Talent Solutions LtdIGA Talent Solutions
Glasgow, Scotland, United Kingdom
Role Title: Financial Crime Analyst Salary: £38,000.00 Per annum Type of role: Permanent Location: Glasgow, Durham or London Job Summary: As a Financial Crime Analyst, your primary responsibility is to assist the Financial Crime Function in designing and executing the financial crime oversight plan. You will support change initiatives, offer
Job Source: IGA Talent Solutionsmarkettiers
Scotland, United Kingdom
Do you excel in your field? We do too. markettiers has experienced significant growth over the past 12 months, and are searching for an outstanding Financial Services PR Director to service the Scottish market. We empower brands to share their stories on a global scale through the power of broadcast, crafting campaigns that garner local, regional
Job Source: markettiersSummer Isles Enterprises Limited
Scotland, United Kingdom
Impact Coordinator Sought for restoration project on remote island. The purpose of this role will be the accurate measurement of the effectiveness and social value of the projects we deliver for our owning Charitable Trust. Our Impact Coordinator will work with our internal and external impact team to measure the social value of past, present and f
Job Source: Summer Isles Enterprises LimitedGlasgow
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm).
Alongside self-generated business, you will have the option to opt into receiving leads generated by the company. Their leads are pre-qualified with the client booking a time convenient for them and them already completing a fact-find. This successful setup enables them to have a 40% - 55% conversion rate from first appointment to written business.
Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding LOAs. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Financial Advisers are seeing significant reductions in time spent on administrative tasks, freeing them up to write plentiful new business.
Alongside the traditional financial advice, the business also has 2 excellent tools for you to use. Firstly, they have a free, no obligation financial health check, that is an excellent tool for you to use when approaching corporate companies and accountants, to enable individuals to check their own financial situation. Approximately, 45% of their health check users book a client meeting, making it a fantastic lead generation tool for you!
In addition, they have a virtual advice tool, ideal for clients looking to invest circa less than £50k or make less than £500pm contributions, which normally get overlooked! With the virtual advice tool, clients benefit from financial advice (not robo), with low input required from you.
Financial Adviser Requirements
You must be a current Financial Adviser with full Level 4 Diploma in financial planning
You should have your own clients or methods to generate new business
You must be an advocate of technology and happy to lean into the benefits offered
The Company
This leading, fintech firm is rapidly growing and becoming a recognised name providing financial advice to call. The business provides advice on pensions, protection, investment and mortgage advice, alongside their digital service aimed at helping clients who are often overlooked.
Financial Adviser Benefits
Self-employed role with uncapped OTE (circa £60,000 - £100,000)
80% on self-generation and 50% on company leads
No fees (PI, FCA, FSCS all included!) and no network deductions
Remote based role
AR option available for individuals looking to build their own brand
Location
Nationwide
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Financial Adviser jobs in Glasgow
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