Financial Adviser – Hybrid, Regional Growth, Equity Programme

Ascot Lloyd Group; Glasgow; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading independent wealth management firm in the UK is seeking an experienced Financial Adviser to join their growing team. This role offers the opportunity to work in a hybrid model, combining office presence with flexible client visits. Candidates must be diploma qualified in financial planning and demonstrate a proven track record in client development. The firm champions a client-first approach, ensuring advisers receive support and tools for delivering exceptional service. Competitive compensation and benefits are included.

Benefits

Generous pension

Private medical

Performance bonuses

Training and professional membership sponsorship

Qualifications

• Ideally chartered, or working towards Chartered status.
• Committed to continuous professional development.
• Track record of achieving challenging new client development goals.

Responsibilities

• Actively promoting services and products.
• Achieving revenue targets for business growth.
• Delivering holistic financial advice to clients.

Skills

Proven experience in financial planning

Exceptional integrity

Interpersonal communication skills

Capacity for new client development

Flexibility and a growth mindset

Education

Diploma qualified in financial planning

Tools

Back-office systems

Job description

A leading independent wealth management firm in the UK is seeking an experienced Financial Adviser to join their growing team. This role offers the opportunity to work in a hybrid model, combining office presence with flexible client visits. Candidates must be diploma qualified in financial planning and demonstrate a proven track record in client development. The firm champions a client-first approach, ensuring advisers receive support and tools for delivering exceptional service. Competitive compensation and benefits are included.