Senior Financial Adviser (Chartered)

s1jobs; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in Glasgow is seeking a first-class Financial Adviser to join their prestigious firm during an exciting growth phase. This role offers the opportunity to work with high net worth individuals, providing tailored financial advice and building lasting relationships. The ideal candidate will be client-focused, possess strong relationship-building skills, and be flexible in responding to client needs. With a supportive administrative team and a reputation for excellence, this role promises to be both rewarding and impactful for the right individual.

Qualifications

• Experience working with high net worth clients is essential.
• Strong relationship-building skills are crucial for success.

Responsibilities

• Provide exceptional service to senior clients and maintain relationships.
• Utilize existing networks and act quickly to meet client needs.

Skills

Client-focused approach

Relationship building

Flexibility

Ability to interact with HNW clients

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 has an ability to 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 grasp of the market, ensures that the Wealth team is consistently set to grow.

What they are looking for is an individual with a client-focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM, as clients are not required with the level of business their IFAs are writing, they need someone who is used to working with HNW clients with the ambition and drive to utilize the network they have. You must be able to act quickly and be flexible, as unexpected meetings can be brought on at short notice.

The company offers a strong, high calibre administrative team and an impressive outfit for the successful individual.

There is a significant salary on offer depending on qualifications/experience, company benefits, and a first-class admin team, generally on a 1:1 basis to ensure you are focusing on what you do best.

Please get in touch and apply as soon as possible to discuss this role, along with other opportunities in the area. All conversations and applications would be held highly confidentially.