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Financial Service Planner

2 months ago

United Kingdom mbf Full time €70,000

Financial Planner - Leading Wealth & Investment Management Organisation Glasgow - to around £70K plus Bonus and Benefits, Negotiable

Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW Client Book.

As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients. This role involves managing an existing client base while actively seeking opportunities to expand it through business development initiatives and networking. You will ensure client satisfaction by providing ongoing advice, maintaining client suitability, and adhering to regulatory standards.

Engage in business development to attract new clients, leveraging both internal and external networks.
Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas.
Stay up-to-date with regulatory requirements and company policies to maintain compliance.

Prior experience as a Financial Planner, whether newly qualified or more experienced.
Deep knowledge of financial planning, client advice, and complex advisory areas.
Understanding of financial markets, risk management techniques, and regulatory frameworks.

Competitive basic salary, depending on experience and qualifications. Excellent Benefits package including Pension, DIS, Income Protection, PMI and many others
Discretionary annual bonus based on personal and company performance
Plenty of opportunities to develop your career within a genuine market leader