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Financial Consultant

2 months ago

Glasgow, Glasgow City, United Kingdom mbf. Full time
Financial Consultant Opportunity

We are seeking a highly motivated and experienced Financial Consultant to join our dynamic team at a leading global investment company. This company, known for its expertise in investment management, financial planning, and research, has recently merged with a prominent UK investment platform, bringing together two industry powerhouses.

Key Responsibilities:
  • Provide high-quality financial advice to clients, leveraging expertise in investment management and financial planning.
  • Work primarily from home with a flexible hybrid model requiring office attendance twice a week, promoting work-life balance and flexibility.
  • Manage a portfolio of clients, offering tailored financial planning advice and guidance.
  • Conduct all client meetings remotely via Teams, ensuring seamless communication and collaboration.
Qualifications and Experience:
  • Level 4 Diploma (LIBF, CISI, or CII) in a relevant field, demonstrating a strong foundation in financial planning and management.
  • SPS not required initially, but must be signed off once joined, indicating a commitment to ongoing professional development.
  • Experience in giving financial advice and some paraplanning experience would be ideal, showcasing a depth of knowledge and expertise.
  • Ability to work independently without paraplanning support, although dedicated administrative support is provided, highlighting self-motivation and autonomy.
Location and Compensation:
  • Hybrid role with offices in London, Manchester, Leeds, Glasgow, and Edinburgh, offering flexibility and work-life balance.
  • Competitive salary ranging from £45,000 to £60,000, depending on skills and experience, providing a attractive compensation package.
  • Discretionary bonus and attractive benefits package, including 40 days holiday, 13% Pension, PHI, DIS, Income Protection, and more, demonstrating a commitment to employee well-being and satisfaction.
About Our Client:
  • This is a unique opportunity to be part of a forward-thinking company that values innovation and client satisfaction, offering a chance to grow and develop in a dynamic environment.
  • Our client is a leading global investment company, known for its expertise in investment management, financial planning, and research, providing a platform for professional growth and development.