Near chartered/ chartered financial Adviser - clients available

TN United Kingdom; Glasgow; On-site; GBP 45,000 - 75,000; Full time

Job summary

An established industry player in the financial advisory sector is seeking a Chartered Financial Adviser to join their Glasgow office. This is an exceptional opportunity to work with a multiple award-winning firm known for its commitment to client service and ethics. The role involves nurturing client relationships, providing top-notch financial advice, and contributing to the firm's growth through high standards of service. With a supportive team culture and opportunities for professional development, this position is ideal for a dedicated financial adviser looking to make a significant impact in their career.

Benefits

Competitive Salary

Excellent Benefits

Top-tier Admin Support

Opportunities for Growth

Qualifications

• Several years' experience with medium-high net worth clients.
• Chartered status or near completion is preferred.

Responsibilities

• Servicing, retaining, and developing client relationships.
• Providing exceptional advice and gaining referrals.

Skills

Client Relationship Management

Financial Advising

Pension Transfer Experience

Cashflow Management

Education

Chartered Financial Adviser Status

Relevant Financial Qualifications

Job description

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Near Chartered / Chartered Financial Adviser - Clients Available, Glasgow

Client:

Location:

Glasgow, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

786cb4311251

Job Views:

6

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

A multiple award-winning Chartered Financial Adviser firm with a Glasgow office requires a Chartered (or close to completing) Financial Adviser/Senior to join their team. This is a rare opportunity to join an industry leader with an outstanding reputation, known for client service and ethics.

The vacancy arises from firm growth through acquisitions, increasing new business, and maintaining high standards of client service and retention. Their advisers are among the best in the industry, fostering a first-class team culture.

The role involves servicing, retaining, and developing client relationships through genuine care, providing exceptional advice, and gaining referrals. The firm can also accommodate transferable business when covenants allow.

The ideal candidate will have several years' experience working with medium-high net worth clients, whether at a reputable IFA, investment manager, or other practice.

Chartered status or near completion is preferred, with exams scheduled or recently passed. Pension transfer and cashflow experience are beneficial but not essential.

In return, the firm offers a competitive salary (depending on experience and qualifications), excellent benefits, top-tier admin/paraplanner support, and opportunities for growth. This is a rare opportunity for a first-class financial adviser seeking a change.

All inquiries will be handled confidentially and only pursued if of genuine interest.