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Financial Planning Specialist

4 weeks ago

Glasgow, Glasgow City, United Kingdom Fram Executive Search Limited Full time
Financial Planner Opportunity

Fram Executive Search Limited is seeking a highly experienced Financial Planner to join their team in Glasgow. As a key member of the firm, you will be responsible for building and nurturing client relationships, conducting comprehensive financial reviews, and delivering bespoke financial plans tailored to clients' unique needs.

Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Analyse client information and design financial plans that meet their specific needs.
  • Stay up to date with market trends, financial products, and regulations, providing expert advice to clients.
  • Collaborate with the paraplanning and administrative support team to ensure seamless delivery of financial services.
  • Continuously monitor and adjust financial strategies as clients' needs evolve over time.
Requirements:
  • Chartered or working towards Chartered status as a Financial Planner.
  • Competent Advisor Status (CAS) essential.
  • Proven experience in financial planning, with a strong track record of delivering high-quality financial advice.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, with a strong attention to detail and ability to manage multiple priorities.

This is a fantastic opportunity for a talented Financial Planner to join a dynamic firm and take their career to the next level. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply.