Senior Financial Adviser (Chartered)

Eden Scott; Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A reputable financial firm in Glasgow is seeking a Senior Financial Adviser to join their prestigious team. This role focuses on providing tailored service to high net worth individuals and building strong client relationships. The candidate should have a client-centric approach, flexibility for scheduling meetings, and proven experience with HNW clients. The position offers a competitive salary based on experience and a dedicated administrative support system.

Benefits

Competitive salary

Company benefits

Dedicated administrative support

Qualifications

• Must have experience working with high net worth clients.
• Ability to act quickly and maintain flexibility.
• Strong interpersonal skills are crucial.

Responsibilities

• Provide exceptional service to senior clients.
• Maintain and build relationships with clientele.
• Leverage existing networks for business development.

Skills

Client-focused approach

Relationship building

Experience with HNW clients

Flexibility

Job description

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Senior Financial Adviser (Chartered), Glasgow

Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Reference:

5eeba841661f

Job Views:

21

Posted:

19.08.2025

Expiry Date:

03.10.2025

Job Description:

My client is a highly prestigious and reputable firm based in Glasgow city centre. Due to further expansion and business growth, a vacancy has arisen for a first-class Financial Adviser to join their team during an exciting time in their history.

The company is an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex-Directors, Shareholders, and high net worth individuals, so they seek someone who can interact at this level and provide a service to senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals. This, along with their strong market presence, ensures that the Wealth team is consistently set to grow.

They are looking for an individual with a client-focused approach, a relationship builder and maintainer rather than a salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone experienced in working with HNW clients, with the ambition and drive to utilize their network. You must be able to act quickly, be flexible, as unexpected meetings can be scheduled at short notice.

The company offers a strong, high-calibre administrative team and an impressive work environment for the successful candidate.

There is a significant salary on offer depending on qualifications and experience, along with company benefits and a dedicated admin team, generally on a 1:1 basis, to ensure you focus on your core responsibilities.