Desk-based Financial Adviser needed to provide regulated advice on investments, pensions, protection, and tax planning via phone/Teams. Build client relationships and contribute to business growth.
Desk Based Adviser (Glasgow/Trainee Also) employer: Clayton Davies
As a growing IFA firm, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee development and collaboration. Our home-based model offers flexibility while ensuring our Client Review Team Leader can lead a dedicated team in delivering exceptional service to clients, with opportunities for professional growth through mentoring and hands-on involvement in technical report writing. Join us to be part of a culture that values innovation, teamwork, and the pursuit of excellence in financial advisory services.
