Senior Financial Adviser – Growth & Client Planning

Artemis Recruitment Consultants Ltd; Glasgow; On-site; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Holiday 25+ days

Discretionary bonus

Pension matching up to 7.5%

Life assurance

Income protection

In-house financial advice

Season ticket loan

Eye-care

Childcare support

Discount portal

Job summary

Artemis Recruitment Consultants Ltd in Glasgow seeks an experienced Financial Adviser to take over an established book of approximately 100 clients. You will build trusted relationships, deliver tailored financial plans, and provide ongoing review services to keep plans aligned with client needs and changes.

You will work with paraplanners, use cash-flow modelling tools, and generate new business through introducers while maintaining high compliance and exemplary client service.

Qualifications

• Experience as Financial Adviser with an established client book.
• Strong knowledge of UK financial planning and FCA rules.
• Excellent client-facing communication and service

Responsibilities

• Act as a trusted Investment Adviser under regulatory regimes and company procedures.
• Ensure annual reviews for all active clients and document meetings.
• Follow the firm's advice process and service standards.
• Utilise cash-flow modelling to illustrate impact of advice.
• Collaborate with paraplanners and client administration to deliver service.
• Develop new business from existing clients and introducers.

Skills

Client relationship management

Communication

Team collaboration

Proactive self-starter

Commercial awareness

Tools

Cash-flow modelling tools

Job description

Artemis Recruitment Consultants Ltd in Glasgow seeks an experienced Financial Adviser to take over an established book of approximately 100 clients. You will build trusted relationships, deliver tailored financial plans, and provide ongoing review services to keep plans aligned with client needs and changes.

You will work with paraplanners, use cash-flow modelling tools, and generate new business through introducers while maintaining high compliance and exemplary client service.