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For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients and grow your client portfolio.
- Company: Join a rapidly expanding wealth management firm focused on client success.
- Benefits: Enjoy hybrid working, uncapped bonuses, and comprehensive benefits like private medical and pension.
- Why this job: This role offers professional growth, a supportive team, and a chance to build lasting client relationships.
- Qualifications: Must be a Chartered Financial Planner with a strong advisory track record and entrepreneurial mindset.
- Other info: Experience in building a client bank is a plus; enjoy a flexible and inclusive work culture.
The predicted salary is between 52000 - 78000 £ per year.
A rapidly expanding and client-focused wealth management firm is seeking an experienced Chartered Financial Advisor to join its Glasgow office. This is a standout opportunity for an ambitious professional ready to take the next step — with the ability to bring an existing client base or introducer relationships.
What You’ll Do
- Provide bespoke, FCA-compliant financial advice to HNW clients
- Transition and grow your client portfolio within a supportive, well-resourced team
- Collaborate with in-house investment specialists and paraplanners
- Focus on long-term client outcomes and trusted relationships
What We’re Looking For
- Chartered Financial Planner (CII or equivalent)
- Strong advisory track record with loyal client relationships
- Entrepreneurial mindset and commercial awareness
- Ability to bring or build a client bank within a reputable brand
What’s On Offer
- Basic salary of £65,000 - £100,000 + uncapped bonus
- Hybrid working and modern central Glasgow office
- Full paraplanning and admin support
- Comprehensive benefits: private medical, pension, wellbeing resources
- Ongoing professional development and leadership pathways
- Inclusive, flexible, and values-led working culture
Chartered Financial Advisor employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Advisor
✨Tip Number 1
Network with other financial professionals in Glasgow to build relationships and gain insights into the local market. Attend industry events or join relevant online forums to connect with potential introducers or clients.
✨Tip Number 2
Showcase your entrepreneurial mindset by sharing examples of how you've successfully built or managed client portfolios in the past. This will demonstrate your ability to grow a client base, which is crucial for this role.
✨Tip Number 3
Familiarise yourself with the firm's values and culture. During any discussions, highlight how your personal values align with theirs, as this can set you apart as a candidate who fits well within their team.
✨Tip Number 4
Prepare to discuss your approach to providing bespoke financial advice. Be ready to share specific strategies you've used to achieve long-term client outcomes, as this will showcase your expertise and commitment to client success.
We think you need these skills to ace Chartered Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Advisor. Emphasise your advisory track record, client relationships, and any entrepreneurial achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide bespoke financial advice. Mention how your existing client base or introducer relationships can benefit the firm.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being a Chartered Financial Planner (CII or equivalent). This is crucial for demonstrating your expertise and compliance with FCA regulations.
Showcase Your Client-Centric Approach: In your application, illustrate your commitment to long-term client outcomes and building trusted relationships. Use specific examples from your past experiences to reinforce this point.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Advisory Experience
Be prepared to discuss your previous advisory roles in detail. Highlight specific examples of how you've successfully managed client relationships and provided tailored financial advice, especially to high-net-worth individuals.
✨Demonstrate Your Entrepreneurial Spirit
Since the role requires an entrepreneurial mindset, think of ways you can contribute to the firm's growth. Prepare to share ideas on how you could build or expand a client base within their reputable brand.
✨Understand Their Values and Culture
Research the company's values and working culture. Be ready to explain how your personal values align with theirs, particularly regarding client outcomes and building trusted relationships.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about their approach to client management, team collaboration, and professional development opportunities. This shows your genuine interest in the role and the firm.
