Swarm Recruitment
Independent Financial Advisor
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Job Title: Independent Financial Advisor
Location: Glasgow
Basic Salary: £60,000 - £90,000
Hours:
- Monday - Thursday: 9am - 5pm
- Friday: 9am - 4pm
About our client and the role:
Our client is a well-established, Chartered independent financial planning practice with an outstanding reputation for delivering high-quality, personalised financial advice to private individuals, businesses, and charities. With a strong focus on long-term client relationships, the firm offers truly independent advice across pensions, investments, retirement planning, estate planning, and wealth management, underpinned by professionalism, integrity, and exceptional client service.
Joining the business means becoming part of a collaborative, client-focused team where advisers are supported by experienced paraplanners, compliance specialists, and administrative staff, allowing them to focus on delivering outstanding financial planning. The firm offers genuine career development, ongoing professional study support, and the opportunity to build a long-term career within a respected Chartered practice that values autonomy, continuous improvement, and putting clients' best interests first.
This is an excellent opportunity for a Level 4 Diploma-qualified adviser with Competent Adviser Status (or working towards it) and a proven track record of delivering holistic financial planning advice across pensions, investments, protection, and tax planning. The successful candidate will be confident in managing and developing long-term client relationships, conducting comprehensive financial reviews, and providing tailored recommendations in line with FCA regulations and with the highest standards of professionalism and client service.
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Salary & Benefits:
- Basic salary: £60,000 - £90,000 depending on experience
- Monthly performance bonus: Commission based on new business between 30% and 50%
- Career progression: Clear career progression opportunities, with support towards Chartered Financial Planner status and advancement into senior, specialist, or leadership roles
- Private Medical Insurance
- Pension: Up to 10%
- Salary Sacrifice Electric Car Scheme
- Death in Service
- Birthday Holiday
- Annual Leave: 20 Days rising by 1 day per year after 2 years, up to a maximum of 10 additional + BH’s (9 days)
Working Hours & Location:
- Monday - Thursday: 9am - 5pm
- Friday: 9am - 4pm
- Location: Flexible - must be local to the office in Glasgow
Role Responsibilities:
- Provide tailored financial advice across pensions, investments, protection, and tax planning
- Meet with clients to understand their financial goals and circumstances
- Prepare and present personalised financial planning recommendations
- Maintain accurate client records and complete follow-up actions promptly
- Work closely with paraplanners and administrators to deliver an excellent client experience
- Carry out regular client reviews in line with the firm's service proposition
- Ensure all advice is fully compliant with FCA regulations and company procedures
- Keep your professional knowledge up to date and maintain CPD requirements
- Support business growth by developing client relationships and generating referrals
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Experience:
- Previous experience in an advisory role
- Strong understanding of FCA regulations and financial planning principles
- Excellent communication and relationship-building skills
- Ability to develop strong, long-term client relationships
- Strong analytical skills with the ability to provide practical financial solutions
- High attention to detail with a strong understanding of regulatory compliance
- Level 4 Diploma in Financial Planning (CII or equivalent) (essential)
- CAS (Competent Adviser Status) or working towards CAS
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
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