Financial Planning Expert

4 weeks ago


Glasgow, Glasgow City, United Kingdom Fram Search Full time

We are seeking a talented Financial Planner to join our team in Glasgow. As a Financial Planner, you will be responsible for building and nurturing client relationships, conducting comprehensive reviews of clients' financial situations, and designing bespoke financial plans tailored to their unique needs.

Key Responsibilities:

  • Develop and implement effective financial plans that meet clients' goals and objectives.
  • Analyse client information and provide sound advice on investment and risk management strategies.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing timely and effective solutions.

This is a fantastic opportunity for an experienced Financial Planner to take their career to the next level with a fast-growing, independent financial planning firm.



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