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Take Over an Existing Client Bank
Are you an experienced Financial Adviser looking for a new challenge where you can truly make a difference? Do you want to work in a supportive, client-focused environment without the pressures of sales targets? If so, we have an exceptional opportunity for you!
We have partnered with a rapidly growing and highly respected Wealth Management firm in Glasgow that is looking for a Financial Adviser to take over an established client bank. This firm has earned a stellar reputation for providing clear, jargon-free, holistic financial advice and boasts an impressive track record of client retention. A significant portion of their new business comes through referrals and recommendations - a testament to the trust they’ve built with their clients.
Why Apply?
- Client-Centric Approach: As a Financial Adviser, you will focus on building deep, meaningful relationships with your clients, understanding their personal goals, and providing expert advice to help them achieve their financial aspirations.
- No Sales Pressure: If you enjoy the consultancy aspect of financial planning but want to avoid high-pressure sales environments, this role is tailor-made for you.
- Comprehensive Support: You will be fully supported by dedicated Financial Admin and Paraplanning teams, allowing you to concentrate on what you do best - providing top-notch advice to your clients.
- Opportunity for Career Growth: This firm is committed to your professional development. They offer full on-the-job training, as well as study support for those looking to gain their Chartered Financial Adviser status.
- Hybrid Working: Enjoy the flexibility of hybrid working, helping you maintain a healthy work-life balance.
- Competitive Salary & Benefits: Along with a salary of £60k to £70k, you’ll receive a highly competitive bonus and benefits package, making this an incredibly rewarding opportunity both professionally and financially.
About the Role:
- As a Financial Adviser, you will manage an existing client base, providing expert guidance in areas such as pensions, investments, protection, and intergenerational planning where relevant.
- You will have the opportunity to build long-lasting relationships with clients, helping them to plan for their future while delivering exceptional service that keeps them coming back.
- The role is ideal for a Financial Adviser with at least 3 years of experience, and it provides ample opportunities for personal and professional growth within a nurturing and supportive environment.
Who We’re Looking For:
- A Financial Adviser with practical experience in providing sound financial advice.
- Someone who thrives in a client-centric environment and is passionate about helping clients achieve their financial goals.
- A proactive professional looking for long-term career progression, with the desire to gain Chartered status with full support from the firm.
If you are a Financial Adviser looking to step into a role that offers real professional growth, client-focused work, and a supportive, team-oriented environment, this opportunity is for you.
Don’t miss out on the chance to join a firm that values relationships over sales pitches and where your career development is a priority. Apply now to take the next step in your Financial Adviser career!
For more details, please contact Laura Mckendry at Financial Divisions
