Expert Financial Advisor
3 weeks ago
We are seeking a highly skilled Financial Planner to join our team in Glasgow and play a pivotal role in delivering expert financial planning advice to high net worth clients.
Key Responsibilities:This role involves delivering comprehensive financial planning solutions, managing relationships with existing clients, and engaging in business development initiatives to expand the client base.
- Deliver tailored financial planning solutions to meet client needs.
- Manage relationships with a portfolio of HNW clients.
- Engage in business development to expand the client base.
- A minimum Level 4 qualification, ideally progressing towards (or already achieved) the CII Level 6 Advanced Diploma or equivalent.
- Prior experience as a Financial Planner, with a minimum of 3 years but ideally 5+ years.
- Understanding of financial markets, risk management techniques, and regulatory frameworks.
- A competitive basic salary, estimated at £80,000 per annum.
- Excellent benefits package including generous Pension contribution, DIS, Income Protection, PMI, share options, Electric Vehicle Scheme and many others.
- Discretionary annual bonus based on personal and company performance.
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Financial Planner
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Personal Financial Consultant
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Personal Financial Advisor
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Financial Planner
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Financial Consultant
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Personal Financial Consultant
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Financial Planner
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Personal Finance Advisor
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Financial Planner
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Financial Planning Consultant
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Investment Advisor
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