Wealth Management Advisor

7 days ago


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

We are seeking a highly driven Financial Adviser to join our successful Financial Management team in Dundee. As a Financial Adviser at Gilson Gray you'll be responsible for:

  • Contacting existing and new clients to offer financial planning services
  • Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims
  • Researching and analysing information to design financial strategies and prepare proposals to best suit individual clients' requirements
  • Completing analyses of clients' attitude to risk in accordance with their financial planning decisions


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