Job Overview:
Are you looking for a long-term home in financial planning where you can continue to develop professionally and build a successful career?
Are you looking to join a business where the focus is on client servicing, building and maintaining strong relationships rather than making sales?
We are seeking an experienced and qualified Financial Planner to join our small team. We are dedicated to providing outstanding personalised service and maintaining our strong client relationships. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals, offering comprehensive financial planning services and tailored solutions. We are looking for an individual with expertise in financial planning, a deep understanding of investment strategies, and excellent communication skills.
We are a new generation of financial planners, and this role plays a key part in our business. This will be a defining career move for an ambitious financial planner who shares our vision of what great client service looks like.
This is a fantastic opportunity to join Glasgows only Vouched For top-rated firm acclaimed for its bespoke, client-centric approach to wealth management. We wish to ensure genuine support for our team and together deliver a world class service to our clients.
Qualifications and Requirements:
- CII Level 4 Diploma in Regulated Financial Planning or equivalent. Advanced Diploma preferred but not essential.
- A minimum of 5 years of experience as a Financial Planner, providing comprehensive financial planning services to clients both face to face and remotely.
- Strong technical skills with the ability to assess complex financial information and work with our team to deliver suitable recommendations.
- Excellent communication and interpersonal skills to establish and maintain effective client relationships.
- Proficiency in cashflow planning software, investment platforms and Microsoft Office Suite.
- Strong knowledge of relevant financial regulations and compliance standards.
- Proven ability to work both independently and collaboratively, to manage multiple client relationships, and to meet deadlines.
Responsibilities:
- To assist our financial planning team in looking after our clients and delivering an exemplary service at all times.
- To build and maintain strong client relationships based on trust and professionalism.
- To help our clients articulate their goals and objectives, mapping a plan towards achieving these.
- To monitor and review our clients' financial plans regularly, taking into account changes in circumstances and market conditions, and to recommend appropriate adjustments where required.
- To actively participate in team meetings, training sessions, and collaborative initiatives to contribute to the growth and success of the team.
- To provide expert advice on appropriate investments, retirement planning, tax efficiencies, insurance, estate planning, and other relevant financial matters.
- To provide coaching and education to our clients, particularly during turbulent times.
- To collaborate with our team to formulate personalised financial recommendations and to present them in a clear and understandable manner.
- To stay up to date with changes in the sector, regulation, and best practices in financial planning, continually enhancing your knowledge and skills.
The Rewards
In return for your expertise, we offer a highly competitive package including:
- Attractive salary of £45,000 based on experience.
- The potential to earn a bonus, based on performance.
- Pension contributions, increasing with length of service.
- Group Life.
- Group Critical Illness.
- Option to join group PMI at competitive cost.
- Ongoing professional development and career progression opportunities.
- The chance to work with a market-leading firm and learn from industry professionals.
We offer a very supportive team environment, and opportunities for professional growth within our team.
Further information
Adverts run for up to 40 days, and we encourage applications during this period. The interviewing process can start at any time, and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.
To Apply
To give your application the best chance of success, please:
- Check that you meet the criteria for the role.
- Have the unrestricted right to work in the UK.
- Apply with a clear, concise, and correct CV.
- Tailor your CV to highlight your experience and relevant achievements.