Senior Financial Planning Specialist

11 hours ago


Glasgow, Glasgow City, United Kingdom Recruitment Rebellion Full time

About Us

At Recruitment Rebellion, we're dedicated to providing outstanding personalized service and maintaining our strong client relationships. Our team is comprised of experienced professionals who share a passion for delivering world-class financial planning services.

We're seeking an exceptional Senior Financial Planning Specialist to join our team. As a key member of our financial planning team, you will play a crucial role in helping our clients achieve their financial goals by offering comprehensive financial planning services and tailored solutions.

About the Role

We're looking for an individual with expertise in financial planning, a deep understanding of investment strategies, and excellent communication skills. You will be responsible for assisting our financial planning team in looking after our clients and delivering an exemplary service at all times.

Key Responsibilities

  • Building and maintaining strong client relationships based on trust and professionalism
  • Helping clients articulate their goals and objectives and mapping a plan towards achieving these
  • Monitoring and reviewing client financial plans regularly and recommending appropriate adjustments where required
  • Participating in team meetings, training sessions, and collaborative initiatives to contribute to the growth and success of the team

The Opportunity

This is a fantastic opportunity to join a market-leading firm and learn from industry professionals. We offer a highly competitive package including an estimated salary of £60,000 based on experience, with the potential to earn a bonus based on performance, pension contributions increasing with length of service, and ongoing professional development and career progression opportunities.



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