Wealth Planning Professional

3 weeks ago


Dundee, Dundee City, United Kingdom Gilson Gray LLP Full time

Gilson Gray's Financial Management team is part of our continually growing organisation. As a comprehensive law firm, we offer expert legal, property, and financial services. With decades of experience in Wealth Management, our team can advise on every Financial related matter.

About the Job

We're seeking a highly motivated Financial Adviser to join our successful Financial Management team in Dundee.

Key Responsibilities

As a Financial Adviser at Gilson Gray, you'll be responsible for:

  1. Contacting existing and new clients to offer financial planning services.
  2. Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
  3. Developing and implementing financial strategies tailored to individual clients' needs.
  4. Monitoring and updating clients' financial plans as needed.
  5. Staying up-to-date with legal, taxation, and regulatory legislation affecting client interests.
  6. Collaborating with colleagues to enhance business development opportunities.

Estimated salary: £45,000 - £60,000 per annum.



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