FINANCIAL ADVISER - GLASGOW

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 while continuing to develop and grow existing relationships.

Working within a collaborative and well-supported environment, you will be backed by an experienced paraplanning and administration team, enabling you to provide outstanding service and holistic financial advice to clients.

The Role:
As a trusted Financial Adviser, you will:

• 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
• Conduct comprehensive financial reviews and recommend appropriate solutions
• Utilise cashflow modelling tools to demonstrate the impact of financial planning strategies
• Work closely with paraplanners and client support teams to deliver an exceptional client experience
• Generate new business opportunities through referrals, introductions, and existing lead sources
• Maintain high compliance standards and accurate client records
• Strengthen relationships with professional introducers and strategic partners

About You:
To be successful in this role, you will have:

• 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
• The ability to understand client needs and deliver tailored advice solutions
• A proactive and self-motivated approach
• Strong organisational skills and attention to detail
• A commitment to delivering exceptional client outcomes

What's on Offer?

• Established client bank provided
• Competitive basic salary
• Discretionary bonus scheme
• 25 days holiday, increasing annually up to 30 days
• Employer pension contributions matched up to 7.5%
• Life assurance of up to 4x salary
• Income protection cover
• Access to in-house financial advice services
• Interest-free season ticket loans
• Eye care vouchers
• Shopping and lifestyle discounts portal
• Supportive, collaborative culture with excellent career development opportunities

About the Company:
Our client is one of the UK's leading financial planning and wealth management businesses, with a national presence and a reputation for delivering exceptional client service. With a strong adviser support structure, established processes, and a people-focused culture, they provide an excellent environment for advisers to thrive and develop their careers.

If you're an experienced Financial Adviser looking to join a growing and respected organisation while inheriting an existing client portfolio, we'd love to hear from you. Please contact sam@artemisrecruitment.co.uk