Financial Advisor

Premier Jobs UK Limited; Milton; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Basic salary: £50,000-£75,000

Attractive bonus scheme

Employed position with job security

Hybrid working arrangement

Full administrative and operational 지원

Job summary

Premier Jobs UK Limited is seeking an experienced Financial Advisor to take ownership of an established client bank and deliver high-value financial planning in the Glasgow area. The role offers hybrid working, autonomy to manage client relationships, and strong back-office support.

You will build trust with high-value clients, focus on delivering tailored advice, and contribute to business growth while benefiting from a collaborative team environment.

Qualifications

• Proven track record in financial advisory.
• Experience managing client relationships and portfolios.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).

Responsibilities

• Provide financial advice to an established client bank.
• Build and manage client relationships with a focus on new business.
• Travel to meet clients and deliver face-to-face meetings.

Skills

Financial advisory

Client relationship management

Portfolio management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Are you an experienced Financial Advisor ready to take ownership of an established client bank with a reputable wealth management firm? This Financial Advisor position offers immediate impact and genuine career progression in Glasgow.

As a Financial Advisor, you'll be responsible for managing an established client bank with households already in place. This opportunity has arisen following a director's exit, meaning the clients and validation work are ready – you can focus on what you do best: building relationships and delivering exceptional financial advice.

What makes this Financial Advisor role special?

• Established client bank requiring immediate attention from a dedicated Financial Advisor
• Hybrid working arrangement with clients who value face-to-face meetings
• All validation already completed on transferred funds
• Supportive team environment with full administrative backing
• Real opportunity to make this role your own from day one

The company values advisors who are passionate about client service and writing new business. You'll have the autonomy to manage your client relationships while benefiting from comprehensive back-office support.

Financial Advisor Requirements

Essential

• Proven track record in financial advisory
• Experience managing client relationships and portfolios
• Relevant financial planning qualifications (minimum Level 4 Diploma in Regulated Financial Planning or equivalent)

Desirable

• Experience with medium to high-value clients
• Strong track record in generating new business

The Company

Our client is an established and growing wealth management firm with a strong reputation for advisor support and client service excellence. They provide comprehensive infrastructure allowing Financial Advisors to focus on client relationships rather than administration.

Financial Advisor Benefits

• Basic salary: £50,000-£75,000
• Attractive bonus scheme
• Employed position with job security
• Hybrid working arrangement
• Full administrative and operational support

Location

The successful Financial Advisor must be able to travel to meet clients in Glasgow and surrounding areas.