Location
Glasgow, UK
Company
Verso Wealth Management
To provide sophisticated, holistic financial advice to high-net-worth individuals and families, ensuring tailored wealth management solutions that reflect their complex needs, long-term objectives, and intergenerational planning considerations.
Key Responsibilities
- Build and maintain strong relationships with clients, understanding their financial goals, current circumstances, and future aspirations.
- Conduct comprehensive financial reviews covering pensions, investments, protection, estate and tax planning.
- Develop, present, and implement holistic financial plans aligned with client objectives.
- Maintain ongoing client reviews and proactively manage client portfolios in response to market movements, tax changes, and life events.
- Provide guidance on sophisticated investment structures (e.g. trusts, IHT mitigation strategies, family investment companies, offshore structures where appropriate).
- Remain fully compliant with FCA (or applicable regulatory body) regulations and uphold internal governance and ethical standards.
- Maintain up-to-date knowledge of financial products, tax legislation, and market trends.
- Work closely with paraplanners and administrators to ensure timely and accurate service delivery.
- Monitor client portfolios and conduct regular reviews, making adjustments as necessary.
- identify and pursue opportunities to grow client assets under management and develop new business.
- Keep detailed, compliant, and secure client records using appropriate CRM and wealth management systems.
Key Competencies
- Excellent interpersonal and communication skills – able to build trust and rapport.
- High level of technical knowledge across pensions, investments, estate planning, and taxation.
- Discreet, professional, and used to working with sensitive and confidential matters.
- Strong analytical and problem-solving abilities.
- Detail-oriented with a high level of accuracy and integrity.
- Commercially astute, with the ability to identify new opportunities.
- Organised and self-motivated, capable of working independently and as part of a team.
- IT literate – comfortable using financial planning tools, CRM systems, and Microsoft Office.
Knowledge And Experience
Experience
- Experience in a client-facing financial advisory role conducting one-to-one meetings helping to build client relationships.
- Proven track record of delivering holistic financial advice and managing a portfolio of clients.
- Demonstrated ability to deliver complex financial planning advice and manage significant client assets.
- Experience with cashflow modelling software and investment platforms.
Qualifications
- Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential
- Chartered Financial Planner status or working towards – Desirable
- Relevant qualifications in tax, trusts, or estate planning – Desirable
- Current Statement of Professional Standing (SPS) – Essential
- Full Driving licence with no convictions
Additional Information
- This role will require travel for client meetings and/or industry events.
- Ongoing professional development and structured support will be provided.
- A strong internal paraplanning and administrative team will support the advisory process.
How to apply
If you are interested in this role, please contact hr@versowealthgroup.com for more information.
