IFA - Glasgow Glasgow

b Overview /b p 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. /p b Pay / Benefits /b ul li salary /li li pension /li li PMI /li li income protection /li li bonus /li li glasgow-based, hybrid working /li /ul b Responsibilities /b ul li Inherit and manage an established 50m client portfolio /li li Maintain direct client relationships and deliver comprehensive financial planning /li li Collaborate with a high-performing, supportive team and back-office resources /li li Support client transfers and ongoing advisory services while progressing towards Chartered status /li /ul b Key requirements /b ul li Chartered status or actively working towards it /li li Track record managing UHNW clients /li li Defined benefit transfer experience /li li Comprehensive financial planning knowledge /li /ul ul li collaborative mindset /li li strong communication /li li client-centric relationship management /li li UHNW client advisory experience /li li defined benefit transfer expertise /li li comprehensive financial planning /li /ul