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Benefits: Full package including flexible working, strong bonus (30% above validation), and full paraplanning support
Are you a qualified Financial Adviser who enjoys client relationships over chasing new business? This is a rare and exciting opportunity to step into a ready-made client bank with one of Glasgow’s most respected Chartered Wealth Management firms.
Having partnered with this firm for nearly a decade, we’ve seen first-hand their impressive, ethical growth — both organically and through acquisition. Following the planned retirement of one of their senior advisers, they are now looking to appoint an experienced adviser to take over a loyal, well-established book of clients.
What’s on Offer:
- Inheritance of a high-quality, fully serviced client bank
- Full handover from the retiring adviser to ensure continuity
- Clients include accumulators, business owners, and retirees
- Advice areas include investments, pensions, protection, estate planning & trusts
- 30% bonus above validation on income generated
- Excellent benefits and flexible working (home/office balance)
- Full paraplanning and admin support
- Structured ongoing training and CPD support
Who We’re Looking For:
- Level 4 Diploma in Financial Planning (minimum)
- At least 3 years’ experience delivering holistic advice within a private client/wealth management setting
- Strong relationship management and client service skills
- A consultative, ethical approach - not sales-driven
- A team player who values long-term client outcomes over short-term wins
This is the perfect opportunity for an adviser who values stability, professionalism, and client trust. If you’re looking to take the next step in your career with a secure, reputable firm and a fully built client base, we’d love to hear from you.
Apply now by sending your CV to Sam at Financial Divisions to arrange a confidential discussion.
