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.
Compensation / 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
