Independent Financial Adviser – Scotland

hase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.

Due to the company’s continued growth, We are looking for Financial Advisers to cover the Scotland area. Successful candidates will have a proven track record in providing financial advice as they will manage an established client bank, offering ongoing service to both existing and new clients.

• Level 4 Diploma in Regulated Financial Planning
• The ability to develop your business
• Good networking and presentation skills
• Self-motivated, engaging and compassionate
• Client focused in order to deliver an excellent service
• Passion and drive to succeed

This role specialises within our expert Private Wealth and Medical divisions. Our clients are professionals at varying stages of their career who are looking to plan ahead in order to secure their financial futures.

Your day-to-day role

• Working closely with our experienced team to develop and enhance your skills within financial advice
• Providing holistic financial advice to prospective and existing clients
• Compiling accurate investment reports that reflect client requirements and meet our internal business standards
• Undertaking regular fact-finding, presentations and service review meetings with clients
• Striving to recognise and develop new business opportunities
• Following up on all enquiries to further enhance your business prospects
• Generating a pipeline of business in order to meet your business plan

As well as a guaranteed salary, plus uncapped earning potential you will also receive:

• Contributory pension
• 25 days holiday (increasing to 30 with length of service), plus bank holidays
• Life Assurance
• Comprehensive induction and training programme
• Fully funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work scheme
• Our Employee Forum and Diversity and Inclusion groups.
• A business-wide annual event in support of our company charities
• Paid volunteering days each year, to support your local community
• Free mortgage service available through our internal mortgage team
• Employee Assistance Programme with access to a 24/7 helpline