- Excellent salary + bonus + book
- Hybrid working
- Growing financial planning firm
Our client is a growing financial planning firm based in central Glasgow, but which has hybrid working. This role is employed, has a good salary and clearly defined bonus scheme, and a book to take over. It is an excellent role working with a successful senior planner in an expanding firm.
Duties will include meeting clients to discuss their financial goals, creating comprehensive financial plans, which include retirement planning, investment strategies, estate planning, and tax planning.
We are keen to speak to experienced financial planners, who are either Chartered or on the path to becoming Chartered. Applications are also welcome form BDMS, who may hold high levels of financial planning qualifications. This is a great role with real growth potential.