At a Glance
- Tasks: Deliver tailored financial planning advice and build trusted client relationships.
- Company: Established financial planning firm experiencing significant growth.
- Benefits: Competitive salary, generous bonus scheme, and private medical insurance.
- Other info: Exciting career progression opportunities in a dynamic environment.
- Why this job: Join a growing company and make a real impact in clients' financial futures.
- Qualifications: Diploma qualified with strong knowledge in pensions, investments, and relationship building.
The predicted salary is between 51750 - 63250 £ per year.
Engage Talent Partners are working on a retained basis with our client to recruit a Financial Planner to their Glasgow team.
Our client is an established financial planning and advisory business who have experienced significant growth over the last few years.
The role works within the financial planning team of the business and reports to the Directors.
Your role will involve delivering financial planning advice to existing and new clients, building and maintaining trusted relationships and making sure each client receives tailored and appropriate advice.
The ideal candidate will be diploma qualified , have strong technical knowledge across pensions, investments, and retirement planning, and very strong relationship building skills as essential.
Exceptional understanding of FCA regulations and proven experience in providing financial planning advice is also necessary.
An awareness of estate planning, inheritance tax planning, and business protection, along with familiarity with cashflow modelling and CRM software would be desirable but is not essential.
The successful candidate can expect a competitive salary, a generous bonus scheme, and private medical insurance, among other benefits.
You will also be joining a growing company at an exciting time that provides strong career progression opportunities.
- a generous bonus scheme
- private medical insurance
- #J-18808-Ljbffr
Financial Planner in Glasgow employer: Allscreens Nationwide Ltd
Allscreens Nationwide is an exceptional employer, offering a supportive team culture where employees are valued and encouraged to thrive. With access to state-of-the-art training facilities and opportunities for career progression, our Automotive Glazing Technicians in Birmingham can expect not only competitive bonuses but also the chance to work with the latest technology in the industry. Join us and be part of a company that prioritises both employee well-being and customer satisfaction.
