Financial Planning and Business Development Professional

2 weeks ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time
Job Title:

Financial Planning Administrator/junior Paraplanner

About the Role:

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. The successful candidate will be responsible for acquiring existing clients and developing their client base.

Main Responsibilities:

  • Client acquisition and growth through effective marketing strategies and relationship building.
  • Client management and retention by providing exceptional customer service and support.
  • Developing a client base through proactive networking and business development activities.

Requirements:

  • Diploma qualified with a strong understanding of financial planning principles.
  • Industry experience with a proven track record of client acquisition and growth.
  • Excellent client management skills with the ability to build strong relationships.

Salary and Benefits:

A competitive salary of £25,000 - £35,000 per annum, depending on experience, plus benefits package and opportunities for OTE earnings.



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