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- Tasks: Provide tailored financial advice to high-net-worth clients and grow your client portfolio.
- Company: Join a fast-growing wealth management firm focused on client success and support.
- Benefits: Enjoy a competitive salary, hybrid working, and comprehensive benefits including private medical and pension.
- Why this job: Be part of a supportive team with opportunities for professional growth and a values-led culture.
- Qualifications: Must be a Chartered Financial Planner with a strong advisory track record and entrepreneurial mindset.
- Other info: Work in a modern office in Glasgow with full paraplanning and admin support.
The predicted salary is between 52000 - 78000 £ per year.
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Location
Edinburgh
Chartered Financial Advisor Fast-Growing Wealth Firm
Salary: £65,000 – £100,000 (DOE) + Bonus + Benefits
Location: Glasgow | Hybrid Working Available
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
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Created on 22/06/2025 by TN United Kingdom
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Financial Advisor employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in wealth management. Attend industry events or webinars to connect with potential colleagues and clients, which can help you establish valuable relationships.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with other Chartered Financial Advisors. Share insights, articles, and engage in discussions to position yourself as a knowledgeable professional in the field.
✨Tip Number 3
Consider reaching out to existing clients or contacts to discuss your interest in transitioning to a new role. If you have a strong advisory track record, they may be willing to refer you to their networks or even become clients themselves.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailor your approach during interviews to demonstrate how your entrepreneurial mindset aligns with their goals, showing that you're not just a fit for the role but also for the team.
We think you need these skills to ace 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 build client relationships. Mention how your skills and experiences make you a perfect fit for the role and the company culture.
Highlight Relevant Qualifications: Clearly state your qualifications, such as being a Chartered Financial Planner (CII or equivalent). Include any additional certifications or training that demonstrate your commitment to professional development.
Showcase Your Client Base: If applicable, mention your existing client base or introducer relationships in your application. This will demonstrate your potential value to the firm and your ability to contribute to their growth.
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 built and maintained client relationships, as this is crucial for a Chartered Financial Advisor.
✨Demonstrate Your Entrepreneurial Mindset
Since the role requires an entrepreneurial approach, think of ways you can contribute to the firm's growth. Share ideas on how you could bring in new clients or enhance existing relationships during the interview.
✨Understand the Firm's Values
Research the company's culture and values before the interview. Be ready to explain how your personal values align with theirs, especially regarding client outcomes and relationship building.
✨Prepare Questions for the Interviewers
Have insightful questions ready to ask your interviewers. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you, particularly regarding their support for financial advisors.
