Job description
About the Firm
We're proud to be representing one of the UK's most respected professional services groups a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial planning with a modern, client-centric approach, backed by the scale and expertise of a leading national advisory group.
Renowned for exceptional service and long-standing client relationships, the firm works extensively with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, trusts, and business owners. Their recent growth has been significant, and with further expansion planned, this is the ideal time to join an ambitious, forward-thinking team where high professional standards and human, relationship-led advice go hand-in-hand.
The Opportunity
We are seeking a highly skilled Financial Planner to join the Glasgow team, working within a prestigious, multidisciplinary environment where your advice is enhanced by access to in-house tax specialists, accountants, and business advisers.
This role offers:
1. A warm pipeline and a ready-made portfolio of clients and prospects through the firm's professional services divisions
2. The autonomy and flexibility of hybrid working
3. Exceptional earnings potential, including equity opportunities for high performers
4. A culture built on independence, integrity, and long-term client success
You'll build deep relationships, deliver bespoke advice, and add genuine value to clients with complex needs supported by a modern, collaborative firm known for its premium service.
What You'll Do
5. Deliver high-quality, fully independent financial planning to HNW and UHNW clients
6. Manage and develop a portfolio including business owners, professionals, and multi-generational families
7. Work closely with internal teams (tax, accounting, advisory, corporate finance) to maximise integrated planning opportunities
8. Build strong referral relationships across the wider group, becoming a trusted expert and visible partner
9. Provide holistic advice across investments, pensions, retirement planning, estate planning, protection, and sophisticated tax-efficient strategies
10. Maintain high standards of compliance, governance, and professional care
11. Represent the firm with warmth, credibility, and professionalism at all times
About You
12. Chartered Financial Planner status (or close to achieving it)
13. CAS/SPS in place and fully competent to advise
14. Proven experience delivering regulated financial planning to HNW/UHNW clients
15. Strong commercial awareness and confident managing complex cases
16. Skilled at nurturing internal and external referral relationships
17. Credible, polished, and client-focused
18. Self-motivated, proactive, and committed to excellence
What's on Offer
19. Basic salary up to £,
20. Exceptional OTE with an attractive, transparent bonus structure
21. Equity potential for top performers
22. Hybrid working - with time in the Glasgow office to build meaningful internal relationships
23. Warm client opportunities from the firm's established professional services channels
24. Strong brand, outstanding reputation, and modern infrastructure
25. A supportive, collaborative, and ambitious environment
Why This Role Stands Out
This isn't just another IFA role. It's the chance to join a market-leading advisory business where:
26. You are part of a wider ecosystem of professional services
27. You gain access to quality clients who need complex, high-value advice
28. You benefit from genuine cross-referral opportunities
29. You develop professionally within a firm committed to your long-term success
30. You enjoy the stability of a national group with the feel of a close-knit, people-first team