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Glasgow, City of Glasgow
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Chartered Financial Advisor

Chartered Financial Advisor

Heat Recruitment

Posted 7 hours ago, valid for 5 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

A rapidly expanding wealth management firm in Glasgow is seeking a Chartered Financial Advisor with a strong advisory track record.
The role offers a salary range of £65,000 - £100,000 depending on experience, along with uncapped bonuses and comprehensive benefits.
Candidates should have a Chartered Financial Planner designation and ideally bring an existing client base or introducer relationships.
The position involves providing bespoke financial advice to high-net-worth clients and collaborating with in-house specialists.
The firm promotes a supportive and flexible working culture, with opportunities for ongoing professional development.

Chartered Financial Advisor - Fast-Growing Wealth FirmSalary: £65,000 - £100,000 (DOE) + Bonus + BenefitsLocation: Glasgow | Hybrid Working Available

A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step — with the ability to bring an existing client base or introducer relationships.

What You’ll Do

Provide bespoke, FCA-compliant financial advice to HNW clients
Transition and grow your client portfolio within a supportive, well-resourced team
Collaborate with in-house investment specialists and paraplanners
Focus on long-term client outcomes and trusted relationships

What We’re Looking For

Chartered Financial Planner (CII or equivalent)
Strong advisory track record with loyal client relationships
Entrepreneurial mindset and commercial awareness
Ability to bring or build a client bank within a reputable brand

What’s On Offer

Basic salary of £65,000 - £100,000 + uncapped bonus
Hybrid working and modern central Glasgow office
Full paraplanning and admin support
Comprehensive benefits: private medical, pension, wellbeing resources
Ongoing professional development and leadership pathways
Inclusive, flexible, and values-led working culture

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