Financial Advisor
12 days ago
Glasgow
Overview We are seeking an experienced and motivated Financial Advisor with a strong sales orientation to join a high-performing advice team. This role is ideal for a driven individual who thrives in a target-based environment and is confident delivering holistic financial advice while actively developing and converting new business opportunities. You will provide regulated financial advice across a range of client needs, while also playing a key role in generating and closing sales leads. Key Responsibilities • Deliver high-quality, compliant financial advice tailored to client needs, • Build and maintain long-term client relationships through trust and performance, • Actively generate new business through referrals, networking, and proactive outreach, • Manage a pipeline of prospective clients and convert leads into completed sales, • Conduct full fact-finds, risk profiling, and suitability assessments, • Recommend appropriate financial solutions including investments, pensions, protection, and planning products, • Ensure all advice is fully compliant with regulatory and company standards, • Work towards and consistently exceed individual revenue and conversion targets, • Maintain accurate records and documentation using CRM systems Requirements • DIPFA Level 4 qualified or equivalent qualification, • CAS (Competent Adviser Status) or equivalent regulatory approval, • Minimum 3+ years’ experience as a financial advisor or in a regulated advice role, • Strong track record in sales performance and meeting/exceeding targets, • Excellent communication, negotiation, and client engagement skills, • Confident in building and closing a pipeline of new business, • Strong understanding of regulated financial products and suitability requirements, • Highly self-motivated with a proactive, commercial mindset What We Offer • Uncapped commission structure with significant earning potential, • Competitive base salary (depending on experience), • Performance-based incentives and bonuses, • Strong lead generation support (where applicable), • Career progression opportunities within a growing advice business, • Ongoing professional development and regulatory support