Financial Planning Specialist

7 days ago

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 pivotal role in delivering expert financial planning advice to a diverse range of clients. This involves managing an existing client base while actively seeking opportunities to expand it through business development initiatives and networking.

**Key Responsibilities**
---------------------

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

**Requirements**
------------

* 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
* Excellent Benefits package including Pension, DIS, Income Protection, PMI and many others
* Discretionary annual bonus based on personal and company performance

**Company Overview**
-------------------

Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are a leading player in the industry, with a strong reputation for delivering high-quality financial planning services to their clients.

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