Financial Planner Position

1 week ago

Glasgow, Glasgow City, United Kingdom Recruit UK Full time

Job Title: Financial Planner

Location: Glasgow

Salary: £50,000-£70,000

Job Ref: 9237

Recruit UK is partnering with a leading Wealth Management company to fill a Financial Planner position in their Glasgow team.

This role offers a unique opportunity to develop your skills as part of a successful team of experienced Financial Planners. You'll manage existing clients and work closely with in-house Investment Managers to expand your client base.

The company is committed to training and development, funding professional qualifications, and offering a clear path for internal progression.

What's in it for you:

  • Competitive starting salary up to £70,000 + bonus
  • Attractive benefits package including PMI, DIS, and generous employer pension contributions
  • Hybrid working arrangement
  • Full administrative and technical support
  • Support for professional development
  • Defined roadmap for internal progression

Requirements:

  • Level 4 Diploma (CII, CISI, or LIBF) with progress towards Chartered status
  • 2+ years of advice experience
  • Strong technical knowledge and client relationship management skills
  • Ability to collaborate with internal stakeholders

If you're looking to align with a trusted industry name that supports you in delivering top-tier service to clients, this could be a great opportunity for you.

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