Desk-Based Financial Adviser – Investments & Pensions in Glasgow

Desk-Based Financial Adviser – Investments & Pensions in Glasgow

Glasgow Full-Time On-site
O

Ortus PSR Ltd in Blantyre near Glasgow is seeking a Financial Adviser (desk based) to provide regulated advice on investments, pensions, protection and tax planning by phone and Teams.

You will build long‑term client relationships, review needs, prepare personalised plans and reports, and work with adviser support to grow the business.

The role offers a competitive salary of Β£40,000 to Β£50,000 depending on experience and qualifications, with ongoing CPD and development.

#J-18808-Ljbffr

Desk-Based Financial Adviser – Investments & Pensions in Glasgow employer: Ortus PSR Ltd.

Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.

O

Contact Details:

Ortus PSR Ltd. Recruitment Team