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Financial Planner

2 months ago

Glasgow, Glasgow City, United Kingdom Recruit UK Full time

Job Title: Financial Planner - Wealth Management

Location: Glasgow

Salary: £50,000-£70,000

Job Type: Full-time

Recruit UK is partnering with a leading Wealth Management company to hire a Financial Planner to join their team in Glasgow.

This role offers an excellent opportunity to develop your skills as part of a successful team of experienced Financial Planners. You'll have existing clients to manage and work closely with in-house Investment Managers to expand your client base.

The company is committed to training and development, funding professional qualifications, and offering a clear path for internal progression.

What's in it for you:

  • Competitive starting salary up to £70,000 + bonus
  • Attractive benefits package including PMI, DIS, and generous employer pension contributions
  • Hybrid working arrangement
  • Full administrative and technical support
  • Support for professional development
  • Defined roadmap for internal progression

Requirements:

  • Level 4 Diploma (CII, CISI, or LIBF) with progress towards Chartered status
  • 2+ years of advice experience
  • Strong technical knowledge and client relationship management skills
  • Ability to collaborate with internal stakeholders

This is a great opportunity to align with a trusted industry name that supports you in delivering top-tier service to clients.