Independent Financial Advisor

RMK Talent Solutions; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Glasgow is seeking a Financial Adviser to provide expert guidance and strategic planning to clients. You will build strong relationships, conduct thorough financial reviews, and stay informed about market trends. The ideal candidate has over 5 years of experience and relevant qualifications. This role offers a competitive salary, professional development opportunities, and a healthy work-life balance.

Benefits

Competitive salary

Formulaic bonus structure

Flexible working arrangements

Ongoing professional development

Full admin and paraplanning support

Qualifications

• 5+ years experience as a Financial Adviser or Wealth Manager.
• Professional qualifications ideally sought.
• Strong understanding of financial products and regulations.

Responsibilities

• Build and maintain client relationships as a trusted adviser.
• Conduct financial reviews to develop strategies.
• Stay updated on market trends and regulatory changes.
• Identify opportunities for client base growth.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Education

Level 6 CII, CISI or LIBF

Job description

Independent Financial Adviser - Trainee/Junior/Senior - Client Bank Provided

Are you an Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!

About Us

We are working with a leading Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.

The Role

As a Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.

Key Responsibilities

• Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.
• Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.
• Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.
• Identify opportunities to grow the client base through referrals and networking.

What We're Looking For

• Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.
• Professional qualifications - ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment
• Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.
• A proactive mindset, with strong analytical and problem-solving abilities.
• A solid understanding of financial products, services, and industry regulations.
• A results-driven attitude with a commitment to ethical practices and client satisfaction.

Why Join ?

• If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.
• Full administration and paraplanning support enabling you to focus on delivering client relationships and new business
• Access to a broad range of financial products and resources to support your success.
• Ongoing professional development and opportunities for career progression.
• Flexible working arrangements to promote work-life balance.
• A dynamic, inclusive environment where your expertise and input are valued