Wealth Management Advisor

About the Role

Our client is seeking a client-focused and experienced Wealth Management Advisor to join their thriving practice in Glasgow . This role involves providing comprehensive financial planning and investment advice to high-net-worth individuals and families. You will be responsible for understanding clients' financial goals, developing personalized strategies, and managing investment portfolios to achieve long-term financial security. This is an exciting opportunity to build and nurture client relationships within Scotland's dynamic financial services sector, offering bespoke advice in Glasgow .

Key Responsibilities

• Develop and implement tailored financial plans for clients, covering investments, retirement, estate planning, and insurance needs.
• Conduct in-depth financial analysis and provide investment recommendations based on client objectives and risk tolerance.
• Manage and grow a portfolio of high-net-worth clients, ensuring high levels of service and satisfaction.
• Stay abreast of market trends, economic conditions, and financial products to provide informed advice.
• Ensure full compliance with regulatory requirements and company policies.
• Collaborate with other professionals, such as accountants and solicitors, to provide holistic client solutions.

Requirements

• Relevant professional qualifications such as Chartered Wealth Manager (CWM), CISI Level 4/6, or equivalent.
• Minimum of 5 years of experience in financial planning or wealth management.
• Proven track record of building and managing client relationships and assets under management.
• Strong knowledge of investment strategies, financial markets, and regulatory frameworks.
• Excellent communication, interpersonal, and presentation skills.

Benefits

• Competitive base salary and uncapped commission potential.
• Comprehensive benefits package including health, dental, and life insurance.
• Support for ongoing professional development and industry qualifications.
• Opportunity to work with a prestigious client base in Glasgow .
• Defined career progression pathway within the firm.