Financial Planning Expert
7 days ago
About the Role:
We are seeking an experienced Financial Planner to join our team in Glasgow to manage and develop a high net worth client book. As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients.
Key Responsibilities:
- Manage and develop an existing client base while actively seeking opportunities to expand it through business development initiatives and networking.
- Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas.
- Stay up-to-date with regulatory requirements and company policies to maintain compliance.
- 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, ranging from £50,000 to £70,000.
- Excellent benefits package, including pension, discretionary income protection, private medical insurance, and many others.
- Discretionary annual bonus based on personal and company performance.
- Plenty of opportunities to develop your career within a genuine market leader.
- Full support towards qualifications.
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