To apply, we'll require the following:

  • A covering letter, including a note of your existing salary and benefits 
  • A CV which reflects your skills and experience to match the role

Submit your application to: vacancy@mccreafs.co.uk

McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability. 

 

McCrea Financial Services is a successful firm of Chartered Financial Planners based in Glasgow with clients throughout the UK. We pride ourselves in providing high quality financial advice to a wide range of clients across all areas of financial planning, as well as being a great place to work.

McCreas were one of the first UK firms of Financial Advisers to be awarded ‘Platinum Status’ by Investors in People.

This is an excellent opportunity for an experienced IFA who can join our team and make a valuable contribution to the business and our clients.

We are looking for an experienced and successful individual who is hard working, enthusiastic, confident and articulate.  A team player who is used to working in a very busy and enjoyable office and committed to delivering an excellent service. You will be working with a wide range of clients and need to be committed to delivering an excellent service.

The successful applicant will be provided with an established client bank as well as receiving a substantial number of new enquiries each month and should also be a people person and be able to build long term relationships with our clients

The applicant should have excellent knowledge across all areas of financial planning (including investments, pensions, protection, retirement options and tax planning) and be prepared to undergo further study/training where appropriate. A minimum of 4 years’ experience working as an Independent Financial Adviser is required.

You will ideally be working towards Chartered status and in return we offer an excellent salary package and many additional benefits.  These include Bonus Scheme, Group Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness Cover and Death in Service Benefits as well as a great team to work with. 

The majority of appointments are arranged in our offices however, a degree of travel is required, and you will be supported by a team of Paraplanners and administrators at a ratio of 3 per adviser.

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