Financial Planning Expert

7 days ago


Glasgow, Glasgow City, United Kingdom mbf Full time
Financial Planner - Leading Wealth & Investment Management Organisation

About the Role:

We are seeking an experienced Financial Planner to join our team in Glasgow to manage and develop a high net worth client book. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients.

Key Responsibilities:

  • Manage and develop an existing client base while actively seeking opportunities to expand it through business development initiatives and networking.
  • 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.

What We Offer:

  • Competitive basic salary, depending on experience and qualifications, ranging from £50,000 to £70,000.
  • Excellent benefits package, including pension, discretionary income protection, private medical insurance, and many others.
  • Discretionary annual bonus based on personal and company performance.
  • Plenty of opportunities to develop your career within a genuine market leader.
  • Full support towards qualifications.


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients.Key Responsibilities:Provide expert technical and investment advice to clients on all aspects of their...


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients.Key Responsibilities:Provide expert technical and investment advice to clients on all aspects of their...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, ensuring client...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, ensuring client...


  • Glasgow, Glasgow City, United Kingdom Fram Search Full time

    Financial Planning Role ====================== **About the Role** ------------------- We are seeking an experienced financial advisor to join our team at Fram Search. As a financial planning expert, you will be responsible for providing clients with specialist advice on how to manage their money. **Key Responsibilities** --------------------- * Conduct...


  • Glasgow, Glasgow City, United Kingdom Fram Search Full time

    Financial Planning Role ====================== **About the Role** ------------------- We are seeking an experienced financial advisor to join our team at Fram Search. As a financial planning expert, you will be responsible for providing clients with specialist advice on how to manage their money. **Key Responsibilities** --------------------- * Conduct...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Role **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, while actively seeking...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, while actively...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Opportunity **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, while actively...


  • Glasgow, Glasgow City, United Kingdom mbf Full time £70,000

    Financial Planning Role **About the Role** We are seeking an experienced Financial Planner to join our team in Glasgow. As a Financial Planner, you will play a key role in delivering expert financial planning advice to a diverse range of clients. Your primary responsibility will be to manage and develop a high net worth client book, while actively seeking...


  • Glasgow, Glasgow City, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationAbout the Role:We are seeking an experienced Financial Planner to join our team in Glasgow to manage and develop a high net worth client book. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients.Key...


  • Glasgow, Glasgow City, United Kingdom mbf Full time

    Financial Planner - Leading Wealth & Investment Management OrganisationAbout the Role:We are seeking an experienced Financial Planner to join our team in Glasgow to manage and develop a high net worth client book. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients.Key...


  • Glasgow, Glasgow City, United Kingdom Focus Search and Selection Full time

    Are you a talented financial planner looking for a new challenge? My client, a forward-thinking organisation, is seeking an exceptional professional to join their dynamic team. This role offers a competitive salary in the range of £60,000 to £80,000 and provides a fantastic opportunity to make a significant impact. My client prides themselves on...


  • Glasgow, Glasgow City, United Kingdom Focus Search and Selection Full time

    Are you a talented financial planner looking for a new challenge? My client, a forward-thinking organisation, is seeking an exceptional professional to join their dynamic team. This role offers a competitive salary in the range of £60,000 to £80,000 and provides a fantastic opportunity to make a significant impact. My client prides themselves on...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning professional to join our client's team in Glasgow. As a leading Wealth Manager, they require an individual with experience in complex financial planning and a strong understanding of pensions and investments.The ideal candidate will have a Chartered or near-Chartered status and a...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Financial Planning OpportunityWe are seeking a skilled Financial Planning professional to join our client's team in Glasgow. As a leading Wealth Manager, they require an individual with experience in complex financial planning and a strong understanding of pensions and investments.The ideal candidate will have a Chartered or near-Chartered status and a...


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...


  • Glasgow, Glasgow City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - GlasgowArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Glasgow. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...