Financial Adviser

About the role

We are seeking an experienced Independent Financial Adviser to join a respected financial planning practice in Glasgow. You will inherit an established client portfolio and work alongside a collaborative team that values independent, relationship‑led advice.

Key responsibilities

• Manage and develop an existing portfolio of private individuals, families and business owners.
• Provide holistic, independent advice across pensions, investments, retirement planning, protection and wealth management.
• Conduct regular client reviews and build long‑term financial planning strategies.
• Identify opportunities to grow assets under management through referrals and new business development.
• Maintain strong relationships with clients and professional contacts.

Required profile

• Proven experience as an Independent Financial Adviser.
• Ability to manage an established client portfolio and deliver high‑quality advice.
• Strong network and a track record of generating new business through referrals.
• Commitment to professionalism, integrity and client‑focused outcomes.

Required skills

What we offer

• Competitive salary up to £70,000 per year.
• Excellent benefits and remuneration package.
• Dedicated paraplanners and client administrators to support your work.
• Investment in technology and resources to allow you to focus on client relationships.