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Financial Planning Specialist

2 months ago


Dundee, Dundee City, United Kingdom GCB Recruitment Full time

GCB Recruitment is seeking a skilled Financial Advisor to contribute to the growth of our clients' company. The ideal candidate will have a minimum of 18 months of experience advising and be Level 4 qualified or Chartered. Key responsibilities include providing financial advice, building rapport with clients, and managing a portfolio of clients. The successful candidate will have a track record of success, be self-motivated, and have a strong understanding of financial products and services. The company offers a competitive salary package, including a basic salary of £35,000 - £50,000, paraplanning support, annual bonus, and exams funded. The role also offers progression opportunities and competitive commission splits. Working hours are Monday - Friday, full-time, with a flexible working pattern. Requirements for the role include Level 4 qualification or Chartered status, experience in providing financial advice, and a relevant diploma qualification. If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply.