Jobs in Glasgow%2C glasgow%2C scotland

Job Overview :

Are you looking for a long-term home in financial planning where you can continue to develop professionally and build a successful career?

Are you looking to join a business where the focus is on client servicing, building and maintaining strong relationships rather than making sales?

We are seeking an experienced and qualified Financial Planner to join our small team. We are dedicated to providing outstanding personalised service and maintaining our strong client relationships. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals, offering comprehensive financial planning services and tailored solutions. We are looking for an individual with expertise in financial planning, a deep understanding of investment strategies, and excellent communication skills.

We are a new generation of financial planners, and this role plays a key part in our business. This will be a defining career move for an ambitious financial planner who shares our vision of what great client service looks like.

This is a fantastic opportunity to join Glasgows only Vouched For top-rated firm acclaimed for its bespoke, client-centric approach to wealth management. We wish to ensure genuine support for our team and together deliver a world class service to our clients.

Qualifications and Requirements :

• CII Level 4 Diploma in Regulated Financial Planning or equivalent. Advanced Diploma preferred but not essential.
• A minimum of 5 years of experience as a Financial Planner, providing comprehensive financial planning services to clients both face to face and remotely.
• Strong technical skills with the ability to assess complex financial information and work with our team to deliver suitable recommendations.
• Excellent communication and interpersonal skills to establish and maintain effective client relationships.
• Proficiency in cashflow planning software, investment platforms and Microsoft Office Suite.
• Strong knowledge of relevant financial regulations and compliance standards.
• Proven ability to work both independently and collaboratively, to manage multiple client relationships, and to meet deadlines.

Responsibilities :

The Rewards

In return for your expertise, we offer a highly competitive package including :

We offer a very supportive team environment, and opportunities for professional growth within our team.

Further information

Adverts run for up to 40 days, and we encourage applications during this period. The interviewing process can start at any time, and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.

To Apply

To give your application the best chance of success, please :