Independent Financial Advisor

Independent Financial AdvisorGlasgow, hybrid and flexible workingSalary £60,000 to £80,000 + bonus + benefits

Take over an established client bank from a retiring Advisor, with no requirement to bring clients with you and the flexibility to work in a way that suits you.

This is an excellent opportunity for an experienced Financial Advisor to join a growing independent financial planning firm. You'll inherit an existing portfolio of clients and be supported by experienced paraplanners and administrators, allowing you to focus on delivering high quality advice and building long-term client relationships.

The role may also include supporting a small number of corporate clients, although previous corporate advice experience is not required.

This opportunity is likely to appeal to Advisors who prefer the culture and flexibility of a smaller independent business over a large national firm or consolidator.

About the firm

Our client is a growing independent financial planning firm based near Glasgow city centre. They provide holistic advice across pensions, investments, protection and retirement planning, delivering a highly personalised service to individuals, families and business owners.

The culture is supportive and collaborative, with genuine flexibility around hybrid working, working hours and how advisors manage their client relationships.

What you'll do

\n
• Take ownership of an existing client portfolio, maintaining and developing long-term relationships
\n
• Deliver holistic financial planning advice across pensions, investments and protection
\n
• Conduct regular client reviews and ensure recommendations remain suitable
\n
• Build relationships with prospective clients and professional introducers
\n
• Support a small number of corporate client relationships where required
\n
• Work closely with paraplanners and administrators to deliver a high quality client experience
\n
• Maintain accurate and compliant client records
\n
• Contribute to the ongoing growth and success of the business
\n

What you'll need

\n
• Experience working as a Financial Advisor within a regulated environment
\n
• Level 4 Diploma qualified
\n
• CAS status
\n
• Strong knowledge of pensions, investments and financial planning
\n
• Excellent communication and relationship-building skills
\n
• A client-focused approach and commitment to delivering high quality advice
\n

Benefits

\n
• Bonus scheme
\n
• Pension contributions matched up to 10%
\n
• Private Medical Insurance
\n
• Death in Service cover
\n
• Electric car scheme
\n
• Hybrid and flexible working arrangements
\n
• Regular staff wellbeing initiatives and team perks
\n
• Ongoing professional development support
\n

If you're interested, please click Apply now, or reach out to Ross Altan at Reed.

Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.