Highly Skilled Financial Advisor Role

1 week ago


Glasgow, Glasgow City, United Kingdom Recruitment Rebellion Full time

Welcome to Recruitment Rebellion, a forward-thinking organization dedicated to excellence in wealth management. We are seeking an experienced and accomplished Financial Planner to join our team and contribute to the success of our clients.

About the Job:

This is an exciting opportunity for a seasoned financial expert to take on a challenging role that requires expertise in providing comprehensive financial planning services to clients. The successful candidate will be responsible for assisting our financial planning team in delivering exceptional client service and helping our clients achieve their long-term financial goals.

Salary and Benefits:

We offer a highly competitive salary package of £45,000, based on experience, as well as opportunities for professional growth and development within our team. Our benefits include pension contributions, increasing with length of service, group life insurance, and group critical illness cover. You will also have the option to join our group private medical insurance scheme at a competitive cost.

Requirements and Qualifications:

To be successful in this role, you will need to have a CII Level 4 Diploma in Regulated Financial Planning or equivalent, with advanced diploma preferred but not essential. A minimum of 5 years of experience as a financial planner, providing comprehensive financial planning services to clients both face-to-face and remotely, is also required. You will need to possess strong technical skills, excellent communication and interpersonal skills, and proficiency in cashflow planning software, investment platforms, and Microsoft Office Suite.

Duties and Responsibilities:

The key responsibilities of this role include assisting our financial planning team in delivering exceptional client service, building and maintaining strong client relationships based on trust and professionalism, and helping our clients articulate their goals and objectives, mapping a plan towards achieving these. You will also be responsible for monitoring and reviewing our clients' financial plans regularly, taking into account changes in circumstances and market conditions, and recommending appropriate adjustments where required.

What We Offer:

In return for your expertise, we offer a highly competitive salary package, opportunities for professional growth and development, and a supportive team environment. You will also have the chance to work with a market-leading firm and learn from industry professionals. If you are a motivated and experienced financial planner looking for a new challenge, please apply for this exciting opportunity.



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