Job Description

We have an unparalleled industry reputation as both an employer and a trusted advisory company and understand just how important it is to provide the best working environment for our advisers – so you are challenged, motivated and enthused to offer a first class service.

We provide industry leading training and offer a reward structure that recognizes your values and contribution including a bonus scheme related to quality of advice and documentation as well as commercial performance.

Main Responsibilities

As a Senior Financial Adviser, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with solutions in the fields of investments, inheritance tax and retirement planning.

To succeed, you’ll need experience of not just building a customer base, but also of managing valued existing customer relationships. Your extensive experience of the financial services industry and detailed regulatory knowledge, will ensure you’re able to offer an expert, personalized service for our customers’ life ahead.

You will receive quality referrals thanks to the close relationship with branch colleagues and the head office in Skipton. You’ll need to demonstrate a commercial focus that leads to outcomes that are right for our customers whilst applying clear risk management and quality controls.

Required Knowledge, Skills, and Abilities

You must be level 4 Diploma qualified and hold a current Statement of Professional Standing Certificate. You must also have previously held Competent Adviser Status within the last 36 months and been working in an advising capacity, achieving business objectives. Inheritance Tax experience is not essential as training and development will be provided. A natural communicator with a passion for delivering excellent customer service, experience of advising within a branch and building relationships with branch colleagues. The ability to maintain strict quality and compliance standards Flexible and adaptable to change and new technology and reside within a reasonable commutable distance from Glasgow and Perth, as you will be required to work from the branches for part of the week.