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Job description About the FirmWe're proud to be representing one of the UK's most respected professional services groups a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial planning with a modern, client-centric approach, backed by the scale and expertise of a leading national advisory group.Renowned for exceptional service and long-standing client relationships, the firm works extensively with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, trusts, and business owners. Their recent growth has been significant, and with further expansion planned, this is the ideal time to join an ambitious, forward-thinking team where high professional standards and human, relationship-led advice go hand-in-hand. The Opportunity We are seeking a highly skilled Financial Planner to join the Glasgow team, working within a prestigious, multidisciplinary environment where your advice is enhanced by access to in-house tax specialists, accountants, and business advisers.This role offers:A warm pipeline and a ready-made portfolio of clients and prospects through the firm's professional services divisionsThe autonomy and flexibility of hybrid workingExceptional earnings potential, including equity opportunities for high performersA culture built on independence, integrity, and long-term client successYou'll build deep relationships, deliver bespoke advice, and add genuine value to clients with complex needs supported by a modern, collaborative firm known for its premium service. What You'll DoDeliver high-quality, fully independent financial planning to HNW and UHNW clientsManage and develop a portfolio including business owners, professionals, and multi-generational familiesWork closely with internal teams (tax, accounting, advisory, corporate finance) to maximise integrated planning opportunitiesBuild strong referral relationships across the wider group, becoming a trusted expert and visible partnerProvide holistic advice across investments, pensions, retirement planning, estate planning, protection, and sophisticated tax-efficient strategiesMaintain high standards of compliance, governance, and professional careRepresent the firm with warmth, credibility, and professionalism at all times About YouChartered Financial Planner status (or close to achieving it)CAS/SPS in place and fully competent to adviseProven experience delivering regulated financial planning to HNW/UHNW clientsStrong commercial awareness and confident managing complex casesSkilled at nurturing internal and external referral relationshipsCredible, polished, and client-focusedSelf-motivated, proactive, and committed to excellence What's on OfferBasic salary up to £,Exceptional OTE with an attractive, transparent bonus structureEquity potential for top performersHybrid working - with time in the Glasgow office to build meaningful internal relationshipsWarm client opportunities from the firm's established professional services channelsStrong brand, outstanding reputation, and modern infrastructureA supportive, collaborative, and ambitious environmentWhy This Role Stands Out This isn't just another IFA role. It's the chance to join a market-leading advisory business where:You are part of a wider ecosystem of professional servicesYou gain access to quality clients who need complex, high-value adviceYou benefit from genuine cross-referral opportunitiesYou develop professionally within a firm committed to your long-term successYou enjoy the stability of a national group with the feel of a close-knit, people-first team
