Financial Advisor
Financial Advisor - £65,000 + Bonus + Comprehensive Benefits Glasgow / Hybrid Working An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to continued growth, our client is expanding its Wealth team and is looking to appoint an experienced Financial Adviser to provide ongoing advice to an established portfolio of clients in Glasgow. This is an ideal opportunity for an adviser who enjoys building long-term relationships, delivering holistic financial planning and providing exceptional client service, without the pressure of generating a client bank from scratch. The Role Working within a well-established Private Wealth division, you''ll be responsible for managing an existing portfolio of clients, helping individuals and families achieve their long-term financial goals through tailored financial planning. Supported by an experienced operational and paraplanning team, you''ll focus on delivering high-quality advice and maintaining strong client relationships. Key responsibilities include: Providing ongoing financial planning and wealth management advice to an established client bank. Conducting regular client review meetings and ensuring an exceptional client experience. Working collaboratively with paraplanners and support teams to deliver positive client outcomes. Maintaining accurate and compliant client records. Adhering to FCA regulations and internal compliance standards. Contributing to business ..... full job details .....
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