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Independent IFA: Own Established Client Bank
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-07-24
Listing for:
Rgh-Global Limited
Contract
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Rgh-Global Limited in Glasgow is seeking an experienced Financial Adviser to take ownership of an existing client bank and provide independent financial planning across investments, pensions, estate planning and protection. The firm supports with paraplanning, client services, and AI-assisted workflows to enhance client time and service quality.
Ideal candidates will have Level 4 Diploma in Financial Planning and active SPS, with experience in FCA compliance and a move-ready portable client
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