Financial Planner, Glasgow or Edinburgh
4 days ago
Job description A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team.We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able to work collaboratively in a team environment is a must.Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites.We are looking for strong networkers who feel comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base.While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients.As a growing business the role has scope for progression in the future.They support flexible working patterns.Accountabilities: Upholding values and culture of client centricity at all times.Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employersActively seeking to onboard new clientsContribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team membersContacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premisesConducting in-depth assessments of clients' financial circumstances, current provision and future aimsCompleting investment risk analyses using attitude to investment risk questionnairesResearching the marketplace and providing clients with information on new and existing products and servicesAnalysing information and preparing plans best suited to individual clients' requirementsDesigning financial strategiesMeeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice providedPromoting and recommending financial products and services to meet given or negotiated sales targetsKeeping up to date with financial products and legislationContacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsReviewing and responding to clients changing needs and financial circumstances
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Financial Planner – Glasgow
4 days ago
Glasgow, United Kingdom Mercer Full timeChartered Financial Planner – Glasgow / EdinburghJoin to apply for the Chartered Financial Planner – Glasgow / Edinburgh role at MercerChartered Financial Planner – Glasgow / Edinburgh2 days ago Be among the first 25 applicantsJoin to apply for the Chartered Financial Planner – Glasgow / Edinburgh role at MercerMercer Private Wealth has an immediate...
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Financial Planner – Glasgow
4 days ago
Glasgow, United Kingdom Marsh & McLennan Companies Full timeFinancial Planner – Glasgow / Edinburgh Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. We will count on you to: You will work in conjunction with a...
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Financial Planner
5 days ago
Glasgow, United Kingdom Mercer Full timeMercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. We will count on you to: You will work in conjunction with a designated support team to produce advice reports...
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Senior Financial Services Recruiter
6 days ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeSenior Financial Services Recruiter (Edinburgh / Glasgow)Full-time | Office-Based | Senior Opportunity with Meraki TalentMeraki Talent has spent over a decade building a leading reputation across Edinburgh, Glasgow, and London within financial services recruitment. Known for integrity, professionalism, and results, we partner with some of the most respected...
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Financial Planner
3 weeks ago
Glasgow, United Kingdom BWD Search & Selection Full timeWe are currently seeking an ambitious Financial Planner in the Greater Glasgow area to join a mid-sized national IFA firm. You will inherit an active client base of c£30M AUM, with potential for further client handovers in the future, providing holistic independent financial planning. The firm has significant growth plans, so there is plenty of scope for...
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Glasgow, United Kingdom Marsh & McLennan Companies Full timeA leading financial services firm seeks a qualified Financial Planner based in Glasgow/Edinburgh. The role involves managing an established client base, producing advice reports, and maintaining high standards of client care. Ideal candidates will hold a current Statement of Professional Standing and possess excellent interpersonal skills. The company offers...
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Financial Planner, Glasgow or Edinburgh
2 weeks ago
Glasgow, United Kingdom IDEX Consulting Full timeOverviewA fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able...
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Senior IFA – HNW/UHNW Financial Planner
1 week ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeA leading financial advisory firm in Glasgow seeks a skilled Financial Planner. This role involves managing a portfolio of high-net-worth clients and providing comprehensive financial planning services. Applicants should hold or be nearing Chartered Financial Planner status and have experience advising HNW/UHNW clients. The environment is collaborative,...
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Glasgow, United Kingdom Whiteleigh Financial Planning Full timeAn exciting opportunity has arisen for an Executive Assistant to join our team in Glasgow City Centre working directly with a Chartered Financial Planner. This is a full-time, permanent position, 35 hours a week. **Duties of the role include**: - Liaising between the CFP and clients - Ensuring tasks agreed with clients are achieved on time - Providing full...
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Conference Executive
2 weeks ago
Glasgow, United Kingdom Cross Resourcing Full timeWe are delighted to be working again with a Scottish based Professional Conference and Exhibition Organiser to recruit a Conference Executive to join their growing team in either Edinburgh or Glasgow. Our client manages large national and international conferences for the medical, academic and life sciences sectors throughout the UK, Europe, North America...
