Financial Advisor
This is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a nationally recognised wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships.We''re seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow - entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning.You''ll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment.Why This Opportunity Stands OutImmediate handover of an active, revenue-generating client bankSalary up to £80,000 plus discretionary bonus (£10,000 - £15,000)Full paraplanning and admin support providedHybrid working arrangement with autonomy and trustCulture rooted in collaboration, ethical advice and long-term thinkingAccess to market-leading tools including cashflow planning softwareClear development path and ongoing lead generationKey ResponsibilitiesProvide holistic financial planning to a portfolio of individual clientsConduct regular client reviews, ensuring ..... full job details .....
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