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2mrw Group
Financial Advisor2mrw Group • Scotland, Scotland, UK
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Financial Advisor

Financial Advisor

2mrw Group • Scotland, Scotland, UK
27 days ago
Job type
  • Full-time
Job description
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&r...
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Financial Advisor • Scotland, Scotland, UK

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