Financial Adviser

Financial Adviser

An excellent opportunity has arisen for an experienced Financial Adviser to join a highly respected national wealth management firm in Glasgow. This role offers the rare opportunity to inherit an established and active client bank, allowing you to focus on delivering high-quality financial planning advice.

The Role

• Manage and develop an existing portfolio of clients
• Build strong, long-term relationships through regular review meetings
• Deliver holistic financial planning advice tailored to clients' objectives and life goals
• Utilise cashflow modelling tools to demonstrate the impact of financial planning strategies
• Generate new business opportunities through referrals and introductions

About You

• Previous experience as a Financial Adviser within a regulated environment
• Strong technical knowledge across financial planning and wealth management
• Excellent relationship-building and communication skills

Established client bank provided, competitive basic salary, discretionary bonus scheme, 25 days holiday rising to 30, and employer pension contributions matched up to 7.5%. Please contact sam@artemisrecruitment.co.uk