Senior Financial Advisor: -Value Portfolio Backing
Job in
Dundee, Dundee City Area, DD1, Scotland, UK
Listed on 2026-07-24
Listing for:
Reed
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Reed is seeking an experienced Financial Advisor to take ownership of an established client portfolio of high net worth clients. You will deliver holistic financial planning with a focus on long-term relationships, supported by paraplanners and administrators to ensure thorough documentation and compliant processes.
You will leverage cashflow modelling to demonstrate outcomes, generate new opportunities through referrals, and grow the client bank within a collaborative, professional culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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