FINANCIAL PLANNER Glasgow

Banking & Financial Services
Glasgow
May 29, 2026
Permanent
Urgent

Job Description

We are working with a highly regarded wealth management firm seeking an experienced Financial Planner to join their Glasgow office. This is an excellent opportunity to take on an established client portfolio, supported by a strong paraplanning and administrative function, allowing you to focus on delivering high-quality advice.

The role will involve working with high-net-worth clients, providing holistic financial planning and building long-term relationships.

Key Responsibilities

  • Provide holistic financial planning advice across pensions, investments, protection and tax planning
  • Manage and develop an existing portfolio of high-net-worth clients
  • Conduct regular client reviews and ensure ongoing suitability of advice
  • Build and maintain strong, long term client relationships
  • Identify new business opportunities and support organic growth within the client bank
  • Work closely with paraplanners and administrators to deliver efficient, compliant advice
  • Ensure all recommendations meet regulatory and compliance standards

Requirements

  • Ideally Chartered status, or working towards
  • Proven experience advising high-net-worth clients
  • Minimum of 3-5 years’ experience in a client-facing advisory role

Location

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