Paterson Financial Planning Ltd
Financial Planner
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Financial Planner | Future Lead Adviser | Succession Opportunity
Paterson Financial Planning Ltd (PFPL)
Paterson Financial Planning Ltd (PFPL) is a growing independent financial planning firm based in Glasgow with a strong reputation for delivering high-quality advice to private clients, business owners, and families.
Due to continued growth and increasing client demand, we are seeking an experienced Financial Planner to join the firm.
This is not a traditional adviser role. We have more clients than adviser capacity and are looking for the right individual to help service, develop, and ultimately take responsibility for an existing client bank over time.
What Makes This Opportunity Different?
- Existing clients available for transition
- Strong referral flow from accountants, solicitors, and existing clients
- Dedicated administrative and paraplanning support
- Modern AI-enabled systems and workflows
- Flexible working arrangements
- Long-term career development
- Genuine succession opportunity within the business
- Potential future equity participation for the right individual
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About The Role
You will work closely with the Managing Director, initially supporting existing client relationships before gradually taking responsibility for your own portfolio of clients. Advice areas include:
- Retirement planning
- Pensions
- Investments
- Estate and inheritance tax planning
- Protection planning
- Intergenerational wealth planning
This is a relationship-led role focused on delivering excellent client outcomes rather than aggressive sales targets.
Ideal Candidate
We are particularly interested in speaking with advisers who:
- Hold Competent Adviser Status (CAS)
- Are Diploma qualified (Chartered status desirable but not essential)
- Have strong pension and investment planning knowledge
- Enjoy building long-term client relationships
- Have 3+ years of advisory experience
- Are looking for a long-term home rather than simply a higher salary
- Value professionalism, integrity, and client care
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We would especially welcome conversations with advisers currently working within larger national or consolidator firms who are seeking greater autonomy, more meaningful client relationships, and genuine progression opportunities.
Remuneration
- Competitive basic salary
- Performance-related bonus
- Supportive and collaborative working environment
- Long-term progression opportunities
- Potential future ownership participation for the right candidate
Interested?
If you would like a confidential conversation regarding the opportunity, please contact me directly via LinkedIn or email.
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