Financial Planning Expert
1 month ago
We are seeking an experienced Financial Planning Expert to join our team in Glasgow. As a respected professional, you will advise clients on their financial objectives and circumstances.
The successful applicant will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience as a Financial Adviser. A strong understanding of pensions and wealth management planning solutions is essential.
The estimated salary for this role is £40,000 - £60,000 per annum, depending on experience.
Job Description:You will be responsible for delivering high-quality financial advice to retail clients, providing technical guidance on investment and wealth management strategies.
- Create and maintain long-term client relationships through exceptional service and advice.
- Conduct research and data analysis for clients and special projects.
- Stay up-to-date with relevant regulations, legislation, and industry policies.
- Adhere to compliance procedures and regulatory requirements.
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