Are you ready to elevate your career with a fast-growing, independent financial planning firm in the heart of Glasgow?
Our clients, a respected name in the industry, is expanding and looking for a talented Financial Advisor to join their team.
This is a fantastic, employed position offering hybrid working, a competitive salary, and a clearly defined bonus structure.
You'll also take over an established book of clients and work alongside a successful Senior Planner with excellent business development expertise.
Backed by a skilled paraplanning and administrative support team, you'll have the resources to focus on what you do best—providing expert financial advice.
If you're an experienced, client-focused advisor looking to make an impact in a dynamic firm, this could be the perfect role for you.
Key Responsibilities: Build and nurture client relationships through face-to-face meetings in the office, clients' homes, or their business premises.
Conduct comprehensive reviews of clients' financial situations, understanding their current provisions and future goals.
Analyse client information and design bespoke financial plans tailored to their unique needs.
Perform risk assessments and deliver sound advice, ensuring clients are informed about the best products and services for them.
Stay up to date with the latest market trends, financial products, and regulations, offering insights on both new and existing offerings.
Develop clear, strategic financial roadmaps, empowering clients to make well-informed decisions.
Continuously monitor and adjust financial strategies as clients' needs evolve over time.
What We're Looking For: The ideal candidate will be a highly experienced financial advisor, preferably chartered or working towards it, and will have held Competent Advisor Status (CAS) essential.
While a background in specialised advice areas is welcome, we seek an advisor comfortable offering holistic financial guidance to a diverse range of clients.
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