Financial Adviser

Experienced Financial Planner, Glasgow. Advise a portfolio of around 200 households on investments, pensions, protection and intergenerational planning, bringing plans to life with interactive cashflow modelling. £60,000 to £80,000 basic salary, on-target earnings of £100,000+, plus car allowance. This is a busy, client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term relationships with clients who have complex needs, backed by a centralised investment proposition and dedicated adviser support and paraplanning colleagues. THE ROLE - Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households - Review clients'' circumstances, needs and objectives in depth, using cashflow modelling interactively to bring their plans to life - Recommend suitable solutions using a centralised investment proposition - Prepare and present clear, personalised financial plans and suitability reports - Build strong relationships through engaging regular reviews and proactive communication - Identify vulnerable clients and take extra care where needed - Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives SUPPORT AND DEVELOPMENT - Adviser support and paraplanning colleagues working alongside you - Report to a Financial Planning Manager, with the independence to manage ..... full job details .....