Glasgow Financial Planning Role

6 days ago


Glasgow, Glasgow City, United Kingdom Royal Bank of Canada> Full time
About the Job

We are seeking a skilled Financial Planning Professional to join our team in Glasgow, providing expert advice on wealth management and financial planning.

The ideal candidate will have a deep understanding of complex financial products and risk management techniques, with a minimum of level 4 certification and working knowledge of CII Level 6 Advanced Diploma or equivalent.

Experience as a Financial Planner is essential, along with in-depth knowledge of financial markets and regulatory requirements. Key responsibilities include analysing client needs, constructing tailored solutions, and maintaining ongoing client suitability.

You will work collaboratively with senior team members to drive efficiency and achieve business growth while ensuring fair client outcomes. The ideal candidate will be able to clearly explain complex financial concepts to clients and provide guidance on product suitability.

What We Offer

  • A competitive salary of £55,000 - £70,000 per annum, depending on experience
  • A dynamic, collaborative work environment with opportunities for professional growth and development
  • The ability to make a lasting impact on clients' financial well-being
  • Flexible working options to support work-life balance


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