Financial Adviser

About Gilson Gray

Gilson Gray’s Financial Management team is part of Gilson Gray’s continuously growing organisation. Gilson Gray Financial Management Ltd is a comprehensive wealth management practice as part of the wider Gilson Gray group, which also offers expert legal advice, estate agency services, and lettings. We support clients throughout their entire lifetime. The Financial Management team has decades of experience in advising clients on all stages of life and can advise on all financial investments.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London, we focus on providing the highest level of advice and ongoing service to our clients.

This role is based in the Glasgow and London office. We are looking to hire a highly driven Financial Adviser to join our successful Wealth Management team. We value inclusion, enjoyment, and motivation.

We are looking to further strengthen our current team with an experienced candidate. As a Financial Adviser at Gilson Gray you’ll be responsible for:

• Talking to clients to determine expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
• Advising on strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
• Reviewing client accounts and plans regularly to adjust for life or economic changes
• Preparing or interpreting financial document summaries, investment performance reports, and income projections
• Building and maintaining your client base
• Providing clients with advice on lending, mortgage, investment, and insurance products
• Establishing clients’ future requirements and tailoring advice and services
• Giving sound advice on the best options to safeguard client financial assets

Read the full job spec here.