Chartered Financial Advisor

Heat Recruitment; Glasgow; Hybrid; GBP 65,000 - 100,000; Full time

Job summary

Join a rapidly expanding wealth management firm as a Chartered Financial Advisor in Glasgow. This is an exciting opportunity for an ambitious professional to provide bespoke financial advice to high-net-worth clients while collaborating with investment specialists. Enjoy a competitive salary of £65,000 to £100,000 plus uncapped bonuses, hybrid working, and comprehensive benefits including private medical and ongoing professional development. Be part of a supportive team that values client relationships and fosters a flexible, inclusive culture.

Benefits

Private medical

Pension

Wellbeing resources

Ongoing professional development

Leadership pathways

Flexible working culture

Qualifications

• Proven advisory track record with loyal client relationships.
• Ability to build a client bank within a reputable brand.

Responsibilities

• Provide bespoke, FCA-compliant financial advice to HNW clients.
• Transition and grow your client portfolio within a supportive team.

Skills

FCA-compliant financial advice

Client relationship management

Entrepreneurial mindset

Commercial awareness

Education

Chartered Financial Planner (CII or equivalent)

Job description

Job Description

Chartered Financial Advisor - Fast-Growing Wealth FirmSalary: £65,000 - £100,000 (DOE) + Bonus + BenefitsLocation: Glasgow | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step — with the ability to bring an existing client base or introducer relationships.

What You’ll Do

• Provide bespoke, FCA-compliant financial advice to HNW clients

• Transition and grow your client portfolio within a supportive, well-resourced team

• Collaborate with in-house investment specialists and paraplanners

• Focus on long-term client outcomes and trusted relationships

What We’re Looking For

• Chartered Financial Planner (CII or equivalent)

• Strong advisory track record with loyal client relationships

• Entrepreneurial mindset and commercial awareness

• Ability to bring or build a client bank within a reputable brand

What’s On Offer

• Basic salary of £65,000 - £100,000 + uncapped bonus

• Hybrid working and modern central Glasgow office

• Full paraplanning and admin support

• Comprehensive benefits: private medical, pension, wellbeing resources

• Ongoing professional development and leadership pathways

• Inclusive, flexible, and values-led working culture