Financial Advisor

Join a Leading Chartered Financial Adviser Firm in Glasgow - Established Client Bank 

A well respected, award-winning Chartered Financial Adviser firm with an office in Glasgow is seeking a Chartered Financial Adviser (or one nearing completion) to join their esteemed team. This is a unique opportunity to become part of an industry leader renowned for its exceptional client service and ethical standards.

About the Role: 

This vacancy has arisen due to the firm's strategic growth through targeted acquisitions and increased new business, ensuring the maintenance of high client standards and retention. The firm's advisers are among the best in the industry, fostering a first-class team culture.

In this role, you will be responsible for servicing, retaining, and developing client relationships by providing exceptional advice and gaining referrals for future growth. While not mandatory, the firm can accommodate any transferrable business once restrictive covenants allow.

Ideal Candidate: 

The ideal candidate will have several years of experience working with medium to high-net-worth clients, whether at a reputable IFA, investment manager, or other practice. The successful candidate should be Chartered or close to achieving this status, with exams scheduled or recently passed. Experience in pension transfer and cashflow management would be advantageous but not essential.

What’s on Offer: 

The firm offers a highly attractive basic salary, dependent on experience and qualifications, along with leading benefits. You will receive some of the best admin and paraplanner support available and have the chance to be part of the firm's ongoing and anticipated growth. This is a rare opportunity for a top-tier financial adviser seeking a new challenge.

How to Apply: 

They are eager to conduct interviews as soon as possible which can be done virtually or face-to-face. If you are confident, diligent, and ready to advance your career, please get in touch with Pauline Low by applying or emailing to discuss further.

All enquiries will be treated with the utmost confidentiality and pursued only if of interest.