Financial adviser

A growing regional wealth management business is looking to appoint an experienced Financial Adviser to join its expanding team in Blantyre.  This opportunity has arisen as part of the firm's continued growth strategy and would suit an adviser who enjoys developing long-term client relationships while delivering high-quality financial planning advice in a supportive and collaborative environment.

Unlike many advisory roles, the successful individual will inherit an established client base from day one, allowing them to focus on servicing and developing existing relationships rather than extensive self-generation of business. Comprehensive paraplanning, administrative and compliance support is already in place, providing advisers with the infrastructure required to concentrate on client outcomes.  Working as part of a wider advisory function, the appointed adviser will support a broad range of clients with their financial planning needs. Meetings are primarily conducted remotely through telephone and video consultations, offering the opportunity to build meaningful relationships while maintaining an efficient and modern approach to advice delivery.  The role focuses on helping clients make informed decisions regarding their financial future, ensuring recommendations remain aligned to their circumstances, objectives and changing requirements.

Key Responsibilities

• Manage and develop a portfolio of existing clients.
• Deliver holistic financial planning advice across pensions, investments and protection.
• Conduct regular client reviews and planning discussions.
• Build lasting relationships through proactive and professional communication.
• Work closely with paraplanners and support teams to deliver an excellent client experience.
• Ensure all advice activity is completed in line with regulatory requirements and internal standards.
• Identify opportunities to enhance client outcomes and strengthen existing relationships.
• Maintain accurate records and documentation.
• Keep technical knowledge and professional qualifications up to date.

Candidate Profile

The business is interested in speaking with advisers who can demonstrate:

• Level 4 Diploma qualified or equivalent.
• Current SPS.
• Experience providing regulated financial advice.
• Strong interpersonal and relationship management skills.
• Excellent communication skills, both written and verbal.
• A professional, client-centric approach.
• Sound technical knowledge across financial planning disciplines.
• The ability to work effectively within a team-oriented environment.

What's on Offer?

• Established client portfolio provided.
• Dedicated paraplanning and back-office support.
• Competitive salary and benefits package.
• Strong compliance and operational infrastructure.
• Ongoing professional development.
• Clear career progression opportunities.
• Opportunity to join a successful regional organisation with ambitious growth plans.
• Collaborative culture focused on client service and adviser success.

This represents an excellent opportunity for an adviser seeking stability, quality clients and the support of an established business while remaining part of a close-knit regional team.  Please get in touch/ apply now for a confidential discussion and more information from Alison Curran prior to progressing.