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Financial Adviser jobs in Clydebank

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    • As a key addition to the Glasgow Wealth team, you will provide financial planning advice to new and existing clients – working with them to meet their long-term…
    • View all Glasgow Wealth Ltd jobs - Glasgow jobs - Planning Consultant jobs in Glasgow
    • Salary Search: Financial Planning Consultant salaries in Glasgow
    • Knowledge of accounting statements and interpreting financial information with expert quantitative and qualitative financial analytical skills;
    • CISI Investment Advice Diploma (Level 4) or an equivalent financial services qualification.
    • Join us as a Planning and Advice Service Executive to support the…
    • To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning.
    • Mortgage and Protection: 1 year (required).
    • Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection, long term disability insurance, interest free season…
    • Financial: Pension, company car allowance, life assurance at 8 x basic salary, group income protection, long term disability insurance, interest free season…
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Strong understanding of actuarial science including financial analysis of IFRS17 for a Life Insurer.
    • Ensure compliance with current accounting standards and…
    • Employment Type: Permanent, Full Time.
    • To provide an excellent customer service to all our clients.
    • To assist SIP consultants with administration duties for…
    • Introductory Commission Scheme (financial reward if you refer a new client).
    • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
    • Introductory Commission Scheme (financial reward if you refer a new client).
    • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
    • We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.
    • Together, we help clients achieve financial security and peace of mind for the future.
    • Conducting research on clients’ financial planning arrangements, both…
    • Working hours: Full time (hybrid working).
    • We work with insolvency practitioners, accountants, asset-based lenders, banks, corporate clients and private…

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Financial Planning Consultant
Glasgow Wealth Ltd
Glasgow
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Job details

Pay information not provided
Glasgow

Full job description

In the first instance, please submit your CV and a covering email to recruitment@glasgowwealth.co.uk for the attention of our Principal with details of your current and expected remuneration. All enquiries will be treated with the utmost discretion and confidentiality.


An experienced Financial Planner is required to complement our financial planning team.

Based in Glasgow city centre, we are a small independent firm, focussed on building long term relationships and passionate about the delivery of exceptional service to our clients.

Having experienced significant organic growth recently, we are keen to continue the development of our client base and to strengthen our team whilst maintaining a first-rate technical service for our clients.

The Person & the Role:

As a key addition to the Glasgow Wealth team, you will provide financial planning advice to new and existing clients – working with them to meet their long-term personal and financial aspirations. Our clients are exclusively private client families or individuals with complex needs. By extension of this, our advice will occasionally include our clients’ business interests or trusts. Invariably, the work we undertake on behalf of clients is technically challenging and interesting.

You will be given the autonomy you require to administer and maintain your client portfolio professionally without micro-management.

Top quality paraplanning, administrative and compliance support will be given as required, leaving you free to deliver first-rate advice. A robust investment management process is in place and maintained internally.

Ideally you will be active in the private client space. Technical financial planning excellence with a strong bias to tax advice will be the first expectation to be met. Sales-people need not apply.

The successful candidate will have a minimum of Level 4 qualification (Diploma in Regulated Financial Planning or equivalent). Level 6 qualified or working towards would be a distinct advantage. Full support will be given for professional development and/ or further qualifications as required.

A reasonable quantity of new business enquiries can be given on a consistent basis and so there is no requirement for an established client following. However, a client novation could be accommodated if required.

The Benefits:

This is an excellent opportunity for a client focussed, technically-minded Financial Planner to join a growing and ambitious firm.

To find out more or to apply, contact us at: recruitment@glasgowwealth.co.uk

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