Financial Adviser

Location: Glasgow 

Salary: £60,000+ DOE

Role Overview

We are seeking an experienced and qualified Financial Adviser to join a well-established, growing independent financial planning firm based in Glasgow city centre. This is a genuine opportunity to take ownership of an existing client bank, within a firm that has invested heavily in technology, people, and proposition.

The firm operates as a fully independent IFA, offering whole-of-market advice across investments, retirement planning, defined benefit pension transfers, estate planning, protection, and mortgage advice. Advisers are supported by a dedicated paraplanning team and experienced client services staff, enabling a strong focus on advice quality and client relationships.

Candidates who are able to bring a portable client bank with existing AUM are particularly encouraged to apply. This an attractive opportunity for both advisers looking to move their clients to a better-resourced, modern environment, or for advisers looking to service an existing client bank.

Key Responsibilities

• Take ownership of and manage an established client bank, ensuring continuity, service quality and relationship development.
• Provide independent, holistic financial planning advice across investments, pensions (including defined benefit), protection, estate planning and related areas.
• Utilise the firm’s Managed Portfolio Service (MPS) proposition where appropriate to deliver consistent, high-quality investment solutions.
• Work collaboratively with the paraplanning and client services teams to manage the advice process efficiently from start to finish.
• Leverage the firm’s tech-enabled workflows and AI-assisted tools to maximise client-facing time and minimise administration.
• Identify and act on business development opportunities, including growing the existing client bank through referrals and professional connections.
• Maintain up-to-date knowledge of regulatory developments, product changes, and market conditions.
• Ensure all client records and files are maintained accurately and to the highest compliance standards.
• Meet agreed revenue targets and contribute positively to the culture and growth of the firm.

Experience & Qualifications

• Level 4 Diploma in Financial Planning — CII or equivalent.
• Active Statement of Professional Standing (SPS).
• Demonstrable experience as an authorised Financial Adviser within an independent IFA or wealth management firm.
• Strong working knowledge of FCA compliance obligations and suitability requirements.
• Experience across investment and pension planning; exposure to DB pension transfer advice is advantageous.
• Proficient with financial planning software and CRM platforms.
• Chartered Financial Planner status (or active progress towards) is beneficial but not essential.

Skills & Personal Attributes

• Client-focused with excellent communication and long-term relationship management skills.
• Commercially minded — able to identify and develop new business opportunities.
• Highly organised, with the ability to manage a substantial client bank to a consistent standard.
• Comfortable working in a modern, technology-enabled environment and open to adopting new tools.
• High standards of accuracy, integrity, and professional conduct at all times.
• A collaborative team player who contributes positively to firm culture.

What’s on Offer

• Competitive salary and performance-related remuneration package.
• Candidates able to bring a portable client bank with existing AUM are invited to discuss a tailored remuneration structure. 
• An established client bank to inherit from day one.
• Dedicated paraplanning support and an experienced client services team.
• AI-assisted workflows designed to cut admin and maximise time with clients.
• A stable, independently-owned firm with a strong track record and genuine long-term career prospects.

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