Senior Financial Planner

1 month ago


Glasgow, United Kingdom ASPIRE SEARCH CONSULTANTS LLP Full time
Senior Financial Planner Opportunity

We are seeking a highly skilled and experienced Senior Financial Planner to join our team in Glasgow. As a Senior Financial Planner, you will play a key role in developing our award-winning wealth offering and inheriting a client portfolio.

Our client is a well-established and secure wealth manager that offers market-leading financial advice through its highly skilled and qualified financial planning team and latest software. The client portfolio you will inherit is made up of high net worth individuals and families, and you will be fully supported by an experienced and locally based admin and technical support function.

Key Responsibilities:

  • Provide holistic financial planning to prospective and existing clients;
  • Work with professional introducers;
  • Offer private client advice on pensions, protection, bonds, and trusts;
  • Stay up-to-date with new developments in the tax, legal, and planning world;
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims;
  • Complete risk analysis and design financial strategies.

Requirements:

  • Chartered Financial Planner with over eight years' experience providing holistic advice to high net worth clients;
  • Client-focused with a well-developed network;
  • Technically gifted with excellent analytical skills;
  • Professional with high levels of integrity;
  • Excellent communication and interpersonal skills with an engaging personality.

Aspire Search Consultants LLP is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees.



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