Chartered Financial Planner

An 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...

Our client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area.For Financial Advisers, they do not need require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work. You'll be...

Our client, a leading Wealth Manager with a long-standing history, is looking to strengthen their client-facing Financial Planning team in the Glasgow area.For Financial Advisers, they do not require individuals with a client base but prefer those who are Chartered or close to it, with experience in complex and high net worth work.You will be closely aligned...

Chartered 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...

A 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,...

Advanced Asset Consultants Ltd is a leading Chartered Financial Planning practice based in Glasgow, serving private investors, professional intermediaries, charities, and unions throughout Scotland. With a focus on financial education, we provide tailored, straightforward advice to meet the unique needs of our clients. As an independent practice, we...

A 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...

Financial 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...

Associate Wealth Planner An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners. The Role Provide advice on less complex matters. Work closely with a...

About the Firm We're proud to be representing one of the UK's most respected professional services groups, a fast-growing, values-driven organisation offering financial planning, tax, accounting, audit, and advisory services nationwide. Their wealth arm delivers truly independent financial planning with a modern, client‑centric approach, backed by the...