IFA - Glasgow Glasgow

Overview

In this role you will inherit a substantial 50m client portfolio in Glasgow within a Chartered Financial Planning firm recognised in the FT Adviser Top 100. You join a high-performing, collaborative team with strong back-office support, providing comprehensive financial planning to UHNW clients. You’ll manage direct client relationships while benefiting from a competitive package and solid operational resources. The role includes a realistic eighteen-month transition and opportunities to progress toward Chartered status.

Pay / Benefits

• salary
• pension
• PMI
• income protection
• bonus
• glasgow-based, hybrid working

Responsibilities

• Inherit and manage an established 50m client portfolio
• Maintain direct client relationships and deliver comprehensive financial planning
• Collaborate with a high-performing, supportive team and back-office resources
• Support client transfers and ongoing advisory services while progressing towards Chartered status

Key requirements

• Chartered status or actively working towards it
• Track record managing UHNW clients
• Defined benefit transfer experience
• Comprehensive financial planning knowledge
• collaborative mindset
• strong communication
• client-centric relationship management
• UHNW client advisory experience
• defined benefit transfer expertise
• comprehensive financial planning

Report this job