Desk-Based Financial Advisor - #2194332

This Desk - Based Financial Advisor opportunity in Glasgow is ideal for an experienced Level 4 advisor looking to develop their career within a growing national wealth management business.

Your purpose

You will provide ongoing financial planning advice to existing clients, delivering annual reviews and helping them make informed decisions around their investments, pensions and protection arrangements. By building strong client relationships and identifying broader planning opportunities, you will contribute to client retention, business growth and your own progression within the advisory team.

Your day to day

- Manage an active portfolio of inherited clients from your third week.

- Conduct remote annual client financial planning reviews primarily via Microsoft Teams and telephone.

- Uncover holistic financial planning and cross-selling opportunities across investments, pensions, and protection.

- Attain internal Competent Adviser Status (CAS) within your initial three to six months.

- Utilise the firm’s proprietary platform, internal wrappers, and tailored discretionary investment solutions.

Desk-Based Financial Advisor Requirements

- Level 4 Diploma in Regulated Financial Planning (Essential).

- Minimum of 12 months experience advising clients and actively managing a client book (Essential).

- Consistent compliance track record with experience conducting remote annual client financial reviews (Essential).

- Drive to achieve CAS certification and maintain high file-quality conduct ratings (Essential).

- Progress towards Level 6 Advanced Diploma or Chartered Financial Planner status (Desirable).

Behind the role

Join a well-funded, acquisitive national wealth management business equipped with its own investment platform and dedicated administrative support. The team culture focuses on structured career advancement, operating as a proven training ground to prepare high-performing advisers for senior wealth planning roles.

Desk-Based Financial Advisor Benefits

- Employed basic salary of £40,000 to £55,000 dependent on experience.

- Uncapped bonus scheme triggered once CAS is achieved, based on recurring client book income and new business.

- Hybrid working arrangement (3 days in the Glasgow office initially, reducing to 2 days after 3 to 6 months).

- Group personal pension scheme provided

- Group life assurance and death in service scheme

- Full funding and study support for external training providers and Level 6 qualifications.

- Transparent internal progression into high-net-worth, field-based wealth planning.

What happens next

Your application comes directly to Premier Jobs UK rather than the employer. Our team reviews every application and responds to each candidate personally, whether or not you are selected for interview. Where your background aligns, we schedule a confidential introductory conversation to explore your goals. We never submit your details to our client without your clear permission. Apply today to discuss this Desk-Based Financial Advisor role in Glasgow.

Liability and disclaimer:

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.