Servicing financial adviser or trainee IFA

An established and forward-thinking wealth management business is seeking a motivated financial services professional ready to step into an advisory role,or an experienced adviser looking to move into a largely remote role with their diary filled with reviews. This opportunity is ideally suited to a Diploma-qualified Paraplanner looking to move into advising, or an experienced client-facing individual who has already completed (or is close to completing) their professional exams.

This role offers a structured transition into Financial Advice with significant support in place. The successful individual will inherit a fully managed diary of client appointments, alongside dedicated administrative and paraplanning support—allowing focus to remain firmly on building relationships and delivering high-quality advice.  You will work with an existing client base, providing clear, tailored financial guidance across a broad range of planning needs. For those still consolidating their advisory experience, full support towards achieving and maintaining Competent Adviser Status (CAS) will be provided.

Key Responsibilities

• Engage with clients to understand their financial circumstances, goals and priorities
• Deliver clear, compliant and well-balanced financial advice across pensions, investments and protection
• Build lasting relationships through ongoing client reviews and communication
• Ensure all recommendations are appropriately documented and aligned to regulatory standards
• Collaborate with paraplanners and administrators to produce high-quality client outcomes
• Maintain accurate records and uphold internal compliance and best practice standards
• Continue professional development to strengthen technical knowledge and advisory capability

About You

• Diploma in Regulated Financial Planning (or working towards completion)
• Experience within a financial planning, paraplanning or client-facing role in wealth management
• Strong communication skills with the confidence to engage directly with clients
• A client-centric mindset with a genuine interest in delivering positive outcomes
• Organised, proactive and able to manage your time effectively in a remote environment
• Knowledge of pensions and investment products (Defined Benefit experience advantageous but not essential)

What’s on Offer

• Pre-arranged client appointments with a consistently filled diary
• Full paraplanning and administrative support
• Structured pathway to achieving Competent Adviser Status
• Flexible, predominantly home-based working model
• Access to a Glasgow office for collaboration and team engagement
• Ongoing training, CPD and career development

This is an excellent opportunity for someone ready to take the next step in their career—moving into a fully supported advisory position with the infrastructure already in place to succeed.  There is a lucrative bonus structure available with very achievable targets, excellent benefits available too.  Please get in touch by applying now and to discuss further with Alison Curran prior to progressing in confidence.