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IDEX Consulting Ltd
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Glasgow, City of Glasgow
IFA
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Job Type: Full-time |
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Salary: £70,000 per annum |
Overview
My client is currently looking for 2 experienced and dynamic IFAs to join their firm in Glasgow. The successful candidate will build and maintain existing client relationships and provide both internal and external clients with advice. The role To develop new client financial services business and support Investment Managers with their growth strategy while ensuring that the quality of advice and service is of the highest standard To ensure that Investment Managers and others are pro-actively informed of activities in relation to their client's affairs Maintain good relationships with clients through meetings, telephone calls and written or electronic correspondence advising them on the status of their investments and assets and the impact of any changes in legislation Contribute to the growth of the business through the provision of high quality compliant advice and the participation in marketing initiatives Carry out regular reviews of client's personal arrangements in line with the ongoing advice service and all documentation is recorded within a timely manner The company offers a competitive basic salary up to £90k together with a competitive benefits package. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.