IFA

Company Description Financial Succession Ltd is a financial services firm based in Glasgow City, Scotland, United Kingdom, serving clients across the region. The company focuses on providing tailored financial advice and planning services designed to support long-term client goals. Team members work closely with individuals and families to help them manage wealth, protect assets, and plan for the future. The organization values professionalism, integrity, and client-centered service, creating an environment where advisors can build strong, lasting relationships. Financial Succession Ltd offers opportunities for growth and development within a supportive, collaborative setting.Role Description This is a full-time, on-site Independent Financial Adviser (IFA) role based in Cumbernauld. The IFA will provide regulated financial advice to a portfolio of clients, including guidance on investments, pensions, protection products, and estate planning. Day-to-day responsibilities include meeting clients in person, assessing their financial goals and risk profiles, preparing and presenting tailored recommendations, and maintaining accurate, compliant records. The role involves ongoing monitoring of client portfolios, responding to queries, staying up to date with market developments and regulatory changes, and liaising with product providers and internal support teams. The IFA is expected to deliver high-quality, ethical advice while contributing to business development through referrals, networking, and relationship management.Qualifications Strong financial planning and advisory skills, including experience with pensions, investments, protection products, and tax-efficient strategies.Solid client relationship management abilities, with skills in communication, active listening, and presenting complex information in a clear, accessible manner.Competence in compliance and regulatory requirements, including adherence to FCA rules, suitability reporting, and maintaining accurate client documentation.Analytical and problem-solving skills for assessing client needs, evaluating financial products, and constructing appropriate portfolios.Comfort with using financial planning software, CRM systems, and standard office applications (e.g., spreadsheets, word processing tools).Relevant professional qualifications, such as Diploma in Financial Planning or equivalent (Level 4 FCA-approved qualification); Chartered or advanced certifications are an advantage.Proven experience as an IFA or financial adviser in a regulated environment, with a track record of delivering high-quality, client-focused advice.Ability to work independently on-site in Cumbernauld while collaborating effectively with colleagues and support staff.High standards of integrity, discretion, and professionalism, with a commitment to non-discriminatory, inclusive client service.