Near Chartered / Chartered Financial Adviser - Clients Available
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Job Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Staffing and Recruiting
A multiple award-winning Chartered Financial Adviser firm with a Glasgow office is seeking a Chartered (or close to completing) Financial Adviser/Senior to join their team. This is a rare opportunity to join an industry leader known for excellent client service and strong ethics.
The vacancy arises from firm growth through acquisitions and increased new business, aiming to maintain high standards and client retention. Advisers are among the best in the industry, supported by a first-class team culture.
In this role, you would service, retain, and develop client relationships, providing exceptional advice and seeking referrals for growth. The firm can also offer a safe environment for transferable business, subject to covenants.
The ideal candidate will have several years of experience working with medium-high net worth clients, whether at a reputable IFA, investment manager, or similar practice. Being Chartered or close to obtaining this status (with exams scheduled or recently passed) is preferred. Pension transfer and cash flow experience are advantageous but not essential.
The firm offers a competitive salary (dependent on experience and qualifications), excellent benefits, top-tier admin/paraplanner support, and opportunities for growth. They are eager to conduct video or remote interviews promptly. Interested candidates should contact Alison Curran via applying or email at alison.curran@edenscott.com. All inquiries will be treated confidentially.
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