Financial Adviser - Glasgow & London

Gilson Gray LLP; Glasgow, London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Gilson Gray LLP is expanding its Financial Management team by hiring an experienced Financial Adviser. The successful candidate will be responsible for advising clients on financial strategies and managing their investment plans to ensure they achieve their financial objectives in a supportive and inclusive team environment.

Qualifications

• Experience in financial advisory roles is essential.
• Proven track record in client relationship management.
• Strong understanding of financial products and market trends.

Responsibilities

• Talk to clients to determine financial objectives and needs.
• Advise on insurance, investment, and cash management strategies.
• Review and adjust client plans based on financial changes.

Skills

Client Consultation

Financial Planning

Investment Advice

Risk Assessment

Insurance Planning

Job description

Gilson Gray’s Financial Management team is part of Gilson Gray’s continuously growing organization. Gilson Gray Financial Management Ltd is a comprehensive wealth management practice within the wider Gilson Gray group, which also offers expert legal advice, estate agency services, and lettings. We support clients throughout their entire lifetime. The Financial Management team has decades of experience advising clients at all stages of life and can advise on all financial investments.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London, we focus on providing the highest level of advice and ongoing service to our clients. We are ambitious and have significantly grown the team over the past year. We pride ourselves on looking after our clients personally and delivering the utmost standard of service.

These roles are based in the Glasgow and London offices.

Our Team

We are looking to hire a highly driven Financial Adviser to join our successful Wealth Management team.

We are an enthusiastic team that supports each other to achieve a great working environment. We value each other’s expertise and opinions and pride ourselves on offering an inclusive, enjoyable, and motivating workplace.

The Role

We aim to strengthen our current team with the appointment of an experienced candidate.

As a Financial Adviser at Gilson Gray, you will be responsible for:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other necessary information to develop a financial plan.
• Advising on strategies related to insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals.
• Reviewing client accounts and plans regularly to assess if life changes, economic conditions, or financial performance require adjustments.
• Preparing or interpreting financial documents, investment performance reports, and income projections for clients.
• Building and maintaining your client base.
• Providing clients with advice and guidance on lending, mortgage, investment, and insurance products.
• Establishing clients' future needs and tailoring advice and services accordingly.
• Offering sound advice on the best options to safeguard clients' financial assets.