Wealth Planner

Whole of market IFA company

Location: Glasgow

Basic: £50,000 basic, great defined bonuses, benefits and car. First year earnings should be £85,000, this can then increase year on year by your personal performance

Additional benefits:

As well as a very generous bonus earnings you will also receive: • 25 days holidays (plus bank holidays) growing to 30 days annual leave • Flexible Benefit Scheme • Attractive Company Pension Scheme • An additional excellent incentive sales rewards • All the support and training you will need to become the best version of you!

Are you an experienced, DipFA Level 4 qualified Financial Adviser with excellent communication skills and the ability to develop leads into sales?

This award winning company is one of the largest and most widely respected firms of whole of market IFAs in the UK. Their reputation for expertise, independence & service has been established over 40 years and has consistently resulted in a large number of industry awards

Due to continued growth and expansion, they are now looking to take on an experienced Financial Adviser to cover the Glasgow area. You will be provided with a decent level of clients to service which will generate a level of ongoing income. You will require a strong understanding of Pensions & Investments products, will have very strong presentation and communication skills and must be able to generate your own leads in addition

Successful applications will need

  • Holistic, consultative approach to all clients’ needs
  • Full DipFA Level 4 Qualification
  • Strong communicator both written & verbally
  • Ability to develop and maintain strong working relationships

This role is offering a highly competitive salary and bonus, plus a great benefits package and real career progression possibilities – this is not an opportunity to be missed!


To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

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With a 95% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

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