A fantastic opportunity for an experienced Financial Adviser to take over an established existing book of business in our Glasgow office.

Purpose of the job

To help build strong relationships with and grow the revenue from Foster Denovo’s clients in addition to generating new leads and appointments from referrals.

To be a trusted financial adviser to some of Foster Denovo’s clients. This involves gaining an in-depth understanding of the client’s financial situation, their immediate needs and life goals and working with the paraplanning team to put together financial plans and advice solutions to help clients achieve their goals.

To recommend, where appropriate, and deliver an outstanding review service to clients to ensure that their financial planning continues to meet their needs taking into account any changes to their circumstances, or changes in economy or legislation.

Job summary

• Act as a trusted Investment Adviser u...