Financial Adviser
Location: Glasgow
Salary: £60,000+ DOE
Role Overview
We are seeking an experienced and qualified Financial Adviser to join a well‑established, growing independent financial planning firm based in Glasgow city centre. This is a genuine opportunity to take ownership of an existing client bank, within a firm that has invested heavily in technology, people, and proposition.
The firm operates as a fully independent IFA, offering whole‑of‑market advice across investments, retirement planning, defined benefit pension transfers, estate planning, protection, and mortgage advice. Advisers are supported by a dedicated paraplanning team and experienced client services staff, enabling a strong focus on advice quality and client relationships.
Candidates who are able to bring a portable client bank with existing AUM are particularly encouraged to apply. This an attractive opportunity for both advisers looking to move their clients to a better‑resourced, modern environment, or for advisers looking to service an existing client bank.
Key Responsibilities
* Take ownership of and manage an established client bank, ensuring continuity, service quality and relationship development.
* Provide independent, holistic financial planning advice across investments, pensions (including defined benefit), protection, estate planning and related areas.
* Utilise the firm's Managed Portfolio Service (MPS) proposition where appropriate to deliver consistent, high‑quality investment solutions.
* Work collaboratively with the paraplanning and client services teams to manage the advice process efficiently from start to finish.
* Leverage the firm's tech‑enabled workflows and AI‑assisted tools to maximise client‑facing time and minimise administration.
* Identify and act on business development opportunities, including growing the existing client bank through referrals and professional connections.
* Maintain up‑to‑date knowledge of regulatory developments, product changes, and market conditions.
* Ensure all client records and files are maintained accurately and to the highest compliance standards.
* Meet agreed revenue targets and contribute positively to the culture and growth of the firm.
Experience & Qualifications
* Level 4 Diploma in Financial Planning — CII or equivalent.
* Active Statement of Professional Standing (SPS).
* Demonstrable experience as an authorised Financial Adviser within an independent IFA or wealth management firm.
* Strong working knowledge of FCA compliance obligations and suitability requirements.
* Experience across investment and pension planning; exposure to DB pension transfer advice is advantageous.
* Proficient with financial planning software and CRM platforms.
* Chartered Financial Planner status (or active progress towards) is beneficial but not essential.
Skills & Personal Attributes
* Client‑focused with excellent communication and long‑term relationship management skills.
* Commercially minded — able to identify and develop new business opportunities.
* Highly organised, with the ability to manage a substantial client bank to a consistent standard.
* Comfortable working in a modern, technology‑enabled environment and open to adopting new tools.
* High standards of accuracy, integrity, and professional conduct at all times.
* A collaborative team player who contributes positively to firm culture.
What’s on Offer
* Competitive salary and performance‑related remuneration package.
* Candidates able to bring a portable client bank with existing AUM are invited to discuss a tailored remuneration structure.
* An established client bank to inherit from day one.
* Dedicated paraplanning support and an experienced client services team.
* AI‑assisted workflows designed to cut admin and maximise time with clients.
* A stable, independently‑owned firm with a strong track record and genuine long‑term career prospects.
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