Investment Planning Expert

4 weeks ago


Glasgow, Glasgow City, United Kingdom mbf Full time
What We're Looking For
  • A minimum Level 4 qualification, ideally progressing towards the CII Level 6 Advanced Diploma or equivalent.
  • Prior experience as a Financial Planner, with a minimum of 3 years but ideally 5+ years.
  • Deep knowledge of financial planning, client advice, and complex advisory areas.

The salary is estimated at around £80,000, with excellent benefits, including a generous pension contribution, discretionary annual bonus, and opportunities to develop your career within a market leader. We are also offering full support towards qualifications.

Glasgow-based organisation operating at the highest level, we offer a first-class proposition for our clients. With a strong focus on compliance and regulatory standards, you will be working in a dynamic environment that values innovation and growth.



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