Just Financial Group Logo

Glasgow:  0141 465 9999

Edinburgh:  0131 322 3999

London:  0203 319 9319

Wealth Manager / Financial Planner / Financial Advisers

In short, we are looking for more advisers who are just like us!

  • You love being a financial planner and want to be in an environment that fully supports you and your clients.
  • You want to work with a team of like-minded people.
  • You truly want to make a difference to the lives of your clients.
  • You understand the benefits of financial advice and are able to communicate this to your clients in an effective way.
  • You appreciate the efficiency of a technology based practice that is paperless and online.
  • You are confident in sourcing and maintaining your client relationships.
  • You are at least Level 4 qualified and aspire to become Chartered as soon as possible.
  • You want to be part of a new, already highly respected and reputed practice where you will be fairly remunerated based on your contribution to the firm.

We are based in Glasgow, but our operation is well placed to support advisers anywhere in the UK with IT and back office systems structured for remote working.

We can provide meeting rooms for client meetings in major cities across the UK.

We are passionate and love what we do and know you will too!

Please send your CV to Dhawal Chandan (DC) in the first instance for an exploratory and confidential discussion.  No agencies please.

Tel: 0786 929 6838

Email: Dc@justfinancialgroup.co.uk

Paraplanner / IFA Support

Due to expansion, we are looking to recruit a Paraplanner in our Glasgow office.

 Responsibilities would include:

• Maintain client records on Intelligent Office to ensure they are up to date and accurate.
• Update client information on Intelligent Office and inform adviser accordingly. 
• Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client.
• Provide research on new products and funds for advisers
• Produce a client suitability report confirming new recommendations as per company standard and compliance procedures.
• Obtain accurate quotations, key features and applications for adviser appointment.
• Provide a valuation to the adviser in a timely manner for a client ensuring the information is up to date and accurate.
• Assess all advisers file documentation in accordance with compliance requirements.
• Ability to ask the correct questions in order to obtain full details & up to date information in respect of client plans.
• Develop and maintain effective relationships with clients, colleagues and product providers.
• Point of contact for Advisers, Clients, Insurance Companies and third party providers.
• Receive, and prioritise incoming mail where necessary.
• Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
• Ensure all correct documentation is provided to Adviser in a timely manner

Skills & Experience:

• Good knowledge and experience of using Intelliflo / Intelligent Office / IO
• Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role.
• 1 - 4 years’ experience in an IFA/Wealth Management environment.

• Knowledge of the financial planning market including products and services.

Please send your CV to Dhawal Chandan (DC) in the first instance for an exploratory and confidential discussion.  No agencies please.

Tel: 0786 929 6838

Email: Dc@justfinancialgroup.co.uk

Office Administrative Assistant

Due to expansion, we are currently looking to recruit an Office Administrative Assistant in our Glasgow office.

Successfully collaborate with various people and employ communication and listening skills to effectively and efficiently assist clients in a wide variety of financial services areas. Perform a wide range of duties and responsibilities:

  1. Producing and sending letters to clients and providers
  2. Operating a switchboard system when dealing with telephone calls
  3. Organizing and maintaining diaries and making appointments
  4. Sorting, recording, scanning, photocopying, faxing and distributing mail
  5. Utilising administrative skills to update computerized and clerical records
  6. Keeping up-to-date with the current financial affairs
  7. Completing risk-compliance tasks
  8. Providing additional support with tasks required from Financial Advisers

Skills & Experience

  1. Ability to work under pressure in a fast-paced environment
  2. Excellent communication skills: verbally and written
  3. Good knowledge and experience of using Intelliflo / Intelligent Office / IO
  4. Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role.
  5. Proficient IT skills (such as Microsoft Office)
  6. Self-motivated and use of initiative to see what needs doing rather than waiting to be asked
  7. Strong organisational skills with the ability to multi-task
  8. Articulate and excellent communicator
  9. Attention to detail and accuracy

Please send your CV to Leanne McLeish in the first instance for an exploratory and confidential discussion. 

No agencies please.

Email: Leanne@justfinancialgroup.co.uk