Financial Advisor

Financial Adviser Location: Glasgow Salary: £55,000-£65,000 Job Type: Full-time, Permanent Working Pattern: Office-based About the Role A fantastic opportunity has arisen for an experienced Financial Adviser to take over and manage an established book of approximately 100 clients from a Glasgow office. You will be responsible for building strong, long-term relationships with existing clients, providing high-quality financial advice and ensuring their financial planning continues to meet their needs as their circumstances, legislation and the wider economic environment change. Working closely with a dedicated Paraplanning and Client Services team, you will have the support required to deliver an excellent advice proposition while also developing new business opportunities through referrals, existing client relationships and other lead sources. Key Responsibilities Take responsibility for an established portfolio of approximately 100 clients Build and maintain strong, long-term client relationships Act as a trusted Financial Adviser and key point of contact for clients Develop a detailed understanding of clients'' financial circumstances, objectives and long-term goals Provide high-quality, tailored financial advice Conduct regular annual client review meetings and ensure these are fully documented Follow the firm''s financial advice process and all relevant service, compliance and regulatory standards Use cash flow modelling tools where appropriate to demonstrate the impact ..... full job details .....