Financial Adviser

Position:
Financial Adviser

Location:

Glasgow Basic Salary:
Up to £70,000 + Excellent Benefits & Remuneration

An outstanding opportunity has arisen for an experienced Independent Financial Adviser to join a highly respected financial planning firm in Glasgow.

This is a rare chance to take ownership of an established client portfolio while playing a key role in driving the continued growth of the business. With a strong pipeline of existing clients, excellent internal support and the freedom to focus on delivering exceptional financial advice, this position offers the ideal platform for an ambitious adviser looking to take the next step in their career.

You’ll be joining a well‑established, highly regarded independent financial planning practice with an excellent reputation across Scotland. The business is built around delivering genuinely independent, relationship‑led advice to private individuals, families and business owners, helping clients achieve their long‑term financial objectives through tailored wealth management, retirement planning, investment advice, pensions, protection and estate planning. With an experienced team of advisers, technical specialists and dedicated support staff, the firm has created a collaborative environment where high‑quality advice is at the heart of everything they do.

Significant investment has been made in technology, client service and technical support, ensuring advisers are free to concentrate on building lasting client relationships rather than administrative tasks.

You’ll inherit an established portfolio of loyal clients, providing holistic independent financial advice across pensions, investments, retirement planning, protection and wider wealth management.

Supported by a dedicated team of paraplanners and client administrators, you’ll be able to focus your time on meeting clients, delivering outstanding advice and developing new business opportunities through referrals, professional connections and your own network.

This is an excellent opportunity for an adviser who enjoys building long‑term relationships and wants to be part of a business that values professionalism, integrity and exceptional client outcomes.

• Manage and develop an established portfolio of existing clients.
• Deliver holistic independent financial advice tailored to each client's objectives.
• Conduct regular client reviews and build long‑term financial planning strategies.
• Identify opportunities to grow assets under management through referrals and new business.
• Build strong relationships with clients and professional introducers.
• Work collaboratively with paraplanners and support staff to deliver an exceptional client experience.
• Maintain high technical and regulatory standards in line with FCA requirements.

• Previous experience as an Independent Financial Adviser.
• Level 4 Diploma qualified as a minimum.
• Strong technical knowledge across pensions, investments and protection.
• Excellent communication and relationship management skills.
• A consultative, client‑focused approach.
• A proven track record of delivering high‑quality financial advice and generating new business.

• Basic salary up to £70,000
• Established client portfolio
• Hybrid working
• Dedicated paraplanning and administrative support
• Private Medical Insurance
• Company Pension
• Death in Service
• Electric Vehicle Salary Sacrifice Scheme
• Supportive and collaborative working environment
• Long‑term career development within a respected independent financial planning firm

If you’re an experienced Financial Adviser looking for an opportunity where you can focus on delivering outstanding advice, benefit from exceptional internal support and continue growing your career within a successful financial planning practice, we’d love to hear from you.

Apply today for a confidential discussion.