- To take over a HNW book of clients
- Hybrid working but Glasgow based
- Chartered or working towards
Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow? Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team. This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus structure. You'll also take over an established book of clients and work alongside a successful Senior Planner with excellent business development expertise.
Backed by a skilled paraplanning and administrative support team, you'll have the resources to focus on what you do best—providing expert financial advice. If you're an experienced, client-focused advisor looking to make an impact in a dynamic firm, this could be the perfect role for you.
Key Responsibilities:
- Build and nurture client relationships through face-to-face meetings in the office, clients' homes, or their business premises.
- Conduct comprehensive reviews of clients' financial situations, understanding their current provisions and future goals.
- Analyse client information and design bespoke financial plans tailored to their unique needs.
- Perform risk assessments and deliver sound advice, ensuring clients are informed about the best products and services for them.
- Stay up to date with the latest market trends, financial products, and regulations, offering insights on both new and existing offerings.
- Develop clear, strategic financial roadmaps, empowering clients to make well-informed decisions.
- Continuously monitor and adjust financial strategies as clients' needs evolve over time.
What We're Looking For:
The ideal candidate will be a highly experienced financial advisor, preferably chartered or working towards it, and will have held Competent Advisor Status (CAS) essential. While a background in specialised advice areas is welcome, we seek an advisor comfortable offering holistic financial guidance to a diverse range of clients.