Murphy Wealth
Senior Financial Planner
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Role Title: Senior Financial Planner (Chartered)
Company: Murphy Wealth
Location: Glasgow (on site)
About the Role
This is a senior appointment for a qualified professional to join an elite Glasgow-based wealth management boutique. Unlike many senior roles, this position comes with the responsibility of managing a high-value, established client base. You will provide the technical and strategic oversight required to maintain and grow these long-standing relationships, ensuring that complex personal and corporate wealth structures are managed with absolute precision.
As the firm scales, there is a requirement for a lead advisor capable of navigating the high-level complexities of HNW individuals, business owners, and entrepreneurs. Your mandate is to provide technical elevation; you will bridge the gap between rigorous financial planning and long-term wealth strategy. By leveraging Voyant, you will deconstruct intricate financial data into clear, actionable roadmaps, ensuring the firm’s expanding portfolio receives a premier level of financial certainty.
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Key Responsibilities
- Portfolio Management: Lead the advisory relationship for an established, high-net-worth client base, ensuring high retention through exceptional service and technical advice.
- Strategic Advisory: Deliver high-level direction on tax, estate, and investment planning, specifically for clients with complex corporate interests.
- Advanced Modelling: Use Voyant to build and present sophisticated life scenarios that underpin every recommendation.
- Corporate Integration: Utilise your accountancy background to advise on business exit strategies and inter-generational wealth transfer.
- Technical Mentorship: Act as a technical beacon for the wider client team, elevating the firm’s collective expertise in complex tax and financial planning matters.
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What We Offer
- Executive Package: Competitive senior salary and reward structure without the immediate requirement for cold business development.
- Professional Environment: A leading-edge firm prioritising technical excellence and professional development within a collaborative Glasgow office.
- Established Portfolio: Immediate stewardship of a high-quality client base
- Growth Mandate: An established base yet growing fast enough to offer genuine partnership or leadership trajectories.
The firm is backed by a leading international wealth management firm with over £60bn in AUM. This provides the security of a global giant with the culture of a local boutique.
Contact Information
Please contact john@murphywealth.co.uk with your CV and cover letter
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