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Financial adviser - virtual servicing role

Eden Scott
Location 📍 Glasgow, United Kingdom
Posted 📅 May 29, 2026
Work Type ⏰ Permanent

Position Overview

An expanding Wealth Management firm are recruiting for a Financial Adviser due to continued growth to service an existing client base. The role can be flexible in location due to the virtual nature of the position but with a slight preference to be close to their Glasgow offices.

This is an excellent opportunity ideally for an adviser who would be looking to nurture and retain clients in the 100k FUM region as the directors are so busy with HNW and UHNW cases via teams and phone etc.


It could also be suited to a diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status, or for an experienced paraplanner wanting to make the next step who they can trust with these clients.

The company has grown over the past few years adding to their already impressive existing client portfolio through steady acquisitions. Their outstanding reputation along with quality of service provided has ensured that the organisation...

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Job Details

Employment Type
Permanent
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Glasgow, United Kingdom