Financial Adviser - #2099344

Checked Recruitment


Date: 4 days ago
City: Glasgow
Salary: £65,000 - £70,000 / year
Contract type: Full time
Work schedule: Full day
Checked Recruitment

Position: Financial Adviser

Location: Glasgow

Basic Salary: Up to £70,000 + Excellent Benefits & Remuneration

An outstanding opportunity has arisen for an experienced Independent Financial Adviser to join a highly respected financial planning firm in Glasgow.

This is a rare chance to take ownership of an established client portfolio while playing a key role in driving the continued growth of the business. With a strong pipeline of existing clients, excellent internal support and the freedom to focus on delivering exceptional financial advice, this position offers the ideal platform for an ambitious adviser looking to take the next step in their career.

You'll be joining a well-established, highly regarded independent financial planning practice with an excellent reputation across Scotland. The business is built around delivering genuinely independent, relationship-led advice to private individuals, families and business owners, helping clients achieve their long-term financial objectives through tailored wealth management, retirement planning, investment advice, pensions, protection and estate planning. With an experienced team of advisers, technical specialists and dedicated support staff, the firm has created a collaborative environment where high-quality advice is at the heart of everything they do. Significant investment has been made in technology, client service and technical support, ensuring advisers are free to concentrate on building lasting client relationships rather than administrative tasks.

The Opportunity

You'll inherit an established portfolio of loyal clients, providing holistic independent financial advice across pensions, investments, retirement planning, protection and wider wealth management.

Supported by a dedicated team of paraplanners and client administrators, you'll be able to focus your time on meeting clients, delivering outstanding advice and developing new business opportunities through referrals, professional connections and your own network.

This is an excellent opportunity for an adviser who enjoys building long-term relationships and wants to be part of a business that values professionalism, integrity and exceptional client outcomes.

Key Responsibilities

  • Manage and develop an established portfolio of existing clients.
  • Deliver holistic independent financial advice tailored to each client's objectives.
  • Conduct regular client reviews and build long-term financial planning strategies.
  • Identify opportunities to grow assets under management through referrals and new business.
  • Build strong relationships with clients and professional introducers.
  • Work collaboratively with paraplanners and support staff to deliver an exceptional client experience.
  • Maintain high technical and regulatory standards in line with FCA requirements.

About You

  • Previous experience as an Independent Financial Adviser.
  • Level 4 Diploma qualified as a minimum.
  • Strong technical knowledge across pensions, investments and protection.
  • Excellent communication and relationship management skills.
  • A consultative, client-focused approach.
  • A proven track record of delivering high-quality financial advice and generating new business.

What's on Offer

  • Basic salary up to £70,000
  • Established client portfolio
  • Hybrid working
  • Dedicated paraplanning and administrative support
  • Private Medical Insurance
  • Company Pension
  • Death in Service
  • Electric Vehicle Salary Sacrifice Scheme
  • Supportive and collaborative working environment
  • Long-term career development within a respected independent financial planning firm

If you're an experienced Financial Adviser looking for an opportunity where you can focus on delivering outstanding advice, benefit from exceptional internal support and continue growing your career within a successful financial planning practice, we'd love to hear from you.

Apply today for a confidential discussion.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

FLT Driver

Pertemps Scotland Temps,
£12 / hour
2 days ago
FLT Counterbalance Driver – Glasgow, Hillington Temp to Perm Monday to Friday | 8:00 AM – 5:00 PM £12.71 per hour We are currently recruiting an experienced FLT Counterbalance Driver to join our client's busy warehouse team in Glasgow -...
Pertemps Scotland Temps

Data Modeller - Glasgow

Lorien,
2 days ago
Data Modeller 9-Month Contract | Glasgow (Hybrid) | £525 per day via Umbrella We're supporting a large-scale data and analytics programme and are looking for an experienced Data Modeller to join the team on an initial 9-month contract. This role...
Lorien

Customer Service Officer

SGN,
3 days ago
Customer Service Officer Glasgow | £55.5k - £66.7k per annum (dependent on skills and qualifications) Full-time | Hybrid Joint-contribution pension from 6% (12% total) – Enhanced maternity & family leave – Life assurance – HolidayPlus – Virtual GP & Employee...
SGN