Chartered Financial Planner

2 months ago

Glasgow, United Kingdom MB Fitzgerald Full time

**Chartered Financial Planner - Glasgow - up to £100K plus bonus and benefits - Senior Financial Planner vacancy**

Our client, a prestigious, National firm of Wealth & Investment Managers, is seeking a skilled professional to join our team as a Chartered Financial Planner. As part of this dynamic organisation, you will have the opportunity to service and develop a book of High Net Worth (HNW) clients, providing tailored financial plans to suit their individual needs.

**Responsibilities**:

- Manage and nurture existing client relationships, delivering exceptional service and building long-term partnerships.
- Develop comprehensive financial plans that align with clients' goals and objectives, taking into consideration their risk tolerance, investment preferences, and tax considerations.
- Collaborate closely with Investment Managers to leverage existing relationships and provide holistic wealth management solutions.
- Proactively seek new business opportunities by networking externally, attending industry events, and leveraging referrals from existing clients.
- Stay updated with industry trends, regulations, and market developments to provide sound financial advice and maintain a competitive edge.
- Conduct regular reviews of clients' financial plans, adapting strategies as needed and ensuring compliance with relevant regulations.

**Requirements**:

- Hold a Level 6 Chartered Financial Planner qualification.
- Possess a proven track record of success in managing and growing a book of HNW clients.
- Demonstrate in-depth knowledge of financial planning strategies, investment products, and taxation.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
- Strong analytical and problem-solving abilities, with a keen eye for detail.
- Self-motivated and goal-oriented, with the ability to work independently and as part of a team.

Salary and Benefits:

- Competitive salary ranging between £75,000 and £100,000, commensurate with experience and qualifications.
- Lucrative bonus structure based on performance and business development achievements.
- Comprehensive benefits package, including pension scheme, private healthcare, and life insurance.
- Ongoing professional development and training opportunities to support your career growth.
- A supportive and collaborative work environment within a respected and established wealth management firm.

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