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RGH-Global Limited
Financial AdviserRGH-Global Limited • Glasgow, United Kingdom
Financial Adviser

Financial Adviser

RGH-Global Limited • Glasgow, United Kingdom
30+ days ago
Salary
£60,000.00 yearly
Job type
  • Full-time
Job description
Financial Adviser Location: Glasgow Salary: £60,000+ DOE Role Overview We are seeking an experienced and qualified Financial Adviser to join a well-established, growing independent financial planning firm based in Glasgow city centre. This is a genuine opportunity to take ownership of an existing client bank, within a firm that has invested heavily in technology, people, and proposition. The firm operates as a fully independent IFA, offering whole-of-market advice across investments, retirement planning, defined benefit pension transfers, estate planning, protection, and mortgage advice. Advisers are supported by a dedicated paraplanning team and experienced client services staff, enabling a strong focus on advice quality and client relationships. Candidates who are able to bring a portable client bank with existing AUM are particularly encouraged to apply. This an attractive opportunity for both advisers looking to move their clients to a better-resourced, modern environment, or for advisers looking to service an existing client bank. Key Responsibilities Take ownership of and manage an established client bank, ensuring continuity, service quality and relationship development. Provide independent, holistic financial planning advice across investments, pensions (including defined benefit), protection, estate planning and related areas. Utilise the firm's Managed Portfolio Service (MPS) proposition where appropriate to deliver consistent, high-quality investment solutions. Work collaboratively with the paraplanning and client services teams to manage the advice process efficiently from start to finish. Leverage the firm's tech-enabled workflows and AI-assisted tools to maximise client-facing time and minimise administration. Identify and act on business development opportunities, including growing the existing client bank through referrals and professional connections. Maintain up-to-date knowledge of regulatory developments, product changes, and market conditions. Ensure all client records and files are maintained accurately and to the highest compliance standards. Meet agreed revenue targets and contribute positively to the culture and growth of the firm. Experience & Qualifications Level 4 Diploma in Financial Planning — CII or equivalent. Active Statement of Professional Standing (SPS). Demonstrable experience as an authorised Financial Adviser within an independent IFA or wealth management firm. Strong working knowledge of FCA compliance obligations and suitability requirements. Experience across investment and pension planning; exposure to DB pension transfer advice is advantageous. Proficient with financial planning software and CRM platforms. Chartered Financial Planner status (or active progress towards) is beneficial but not essential. Skills & Personal Attributes Client-focused with excellent communication and long-term relationship management skills. Commercially minded — able to identify and develop new business opportunities. Highly organised, with the ability to manage a substantial client bank to a consistent standard. Comfortable working in a modern, technology-enabled environment and open to adopting new tools. High standards of accuracy, integrity, and professional conduct at all times. A collaborative team player who contributes positively to firm culture. What's on Offer Competitive salary and performance-related remuneration package. Candidates able to bring a portable client bank with existing AUM are invited to discuss a tailored remuneration structure. An established client bank to inherit from day one. Dedicated paraplanning support and an experienced client services team. AI-assisted workflows designed to cut admin and maximise time with clients. A stable, independently-owned firm with a strong track record and genuine long-term career prospects.
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Financial Adviser • Glasgow, United Kingdom

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