Chartered Financial Adviser - clients available

TN United Kingdom; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry leader in financial advisory is seeking a Chartered Financial Adviser to join their dynamic team in Glasgow. This is a rare opportunity to work with a firm renowned for its client service and ethical standards. You will leverage your experience to build and maintain relationships with medium-high net worth clients, providing exceptional financial advice. The firm offers a competitive salary based on experience and qualifications, along with leading benefits and unparalleled administrative support. If you're looking for a rewarding career change in a supportive environment, this role is perfect for you.

Benefits

Leading Benefits

Admin Support

Flexible Location

Qualifications

• Several years of experience working with medium-high net worth clients.
• Chartered status or nearing completion is preferred.

Responsibilities

• Servicing and developing client relationships with exceptional advice.
• Maintaining client standards and retention through ethical practices.

Skills

Client Relationship Management

Financial Advisory

Pension Transfer Knowledge

Education

Chartered Financial Adviser Qualification

Relevant Financial Services Degree

Job description

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Chartered Financial Adviser - clients available, Glasgow

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Client:

Location:

Glasgow, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

03a26b683826

Job Views:

8

Posted:

24.04.2025

Expiry Date:

08.06.2025

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Job Description:

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.

The vacancy is due to growth of the firm via gradual, specific acquisitions and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture.

In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow.

The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager/other practise.

Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled/recently passed to complete this status. Pension transfer/cashflow experience would be an additional benefit but not a prerequisite.

In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never mind further anticipated further growth. A truly rare opportunity for a first-class financial adviser who is interested in a change.

Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.