Financial Advisor

Banking & Financial Services
Glasgow
June 18, 2026
Permanent
Urgent

Job Description

Financial Advisor

Location: Glasgow, United Kingdom

Position Type: Full-time Employed

Job Summary:

Our client is a national Wealth Management Group and is seeking a highly motivated and dedicated individual to join our team as a Financial Advisor in our Glasgow branch. The successful candidate will have the opportunity to shadow an experienced incumbent for a few months and subsequently take over their responsibilities.

Responsibilities:

  • Financial Advisory Services:
    • Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance.
    • Assist in the development and implementation of personalized financial plans, including investment strategies, tax planning, retirement planning, and estate planning.
    • Conduct financial analysis and research to identify suitable investment opportunities and products.
    • Regularly review and monitor clients’ investment portfolios, making adjustments to align with their objectives and market conditions.
  • Client Relationship Management:
    • Build and maintain strong relationships with clients based on trust, integrity, and professionalism.
    • Proactively address client inquiries, concerns, and requests, ensuring exceptional service delivery.
    • Actively engage in networking activities and client prospecting to expand the client base.
  • Compliance and Regulation:
    • Adhere to industry regulations, compliance policies, and ethical standards.
    • Maintain proper documentation and records of client interactions, financial plans, and compliance-related activities.
    • Stay up-to-date with financial industry trends, regulations, and best practices.

Qualifications and Skills:

– Bachelor’s degree in finance, economics, accounting

– Advanced Diploma / Chartered or Diploma Qualified and working towards to the Advanced Diploma /Chartered

– Previous experience in financial planning, investments required or an experienced paraplanner looking to move into a Financial Advisor role.

– Strong knowledge of investment products, financial markets, and financial planning strategies.

– Excellent analytical, problem-solving, and decision-making skills.

– Effective communication and interpersonal skills to interact with clients and team members.

– High level of professionalism, ethics, and integrity.

– Ability to work independently and as part of a team, demonstrating flexibility and adaptability.

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