Remote Financial Planner – Wealth & Retirement Advisory

Remote Financial Planner – Wealth & Retirement Advisory

Full-Time On-site
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Coutts is seeking a Financial Planning Specialist to serve Premier Banking clients across Aberdeen, Dundee and Inverness, delivering bespoke financial planning advice to help clients reach their financial goals.

You’ll work from home part of the time, with two days per week in an office or visiting clients, and you’ll bring a QCF level 4 Regulated Investment Advice qualification with a view to progress to level 6. The role supports growth and client service excellence.

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Remote Financial Planner – Wealth & Retirement Advisory employer: Coutts

At Coutts and Evelyn Partners, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As an Offering Manager, you'll not only have the opportunity to shape strategic investment propositions but also benefit from a supportive environment that encourages professional growth and development. With a flexible working arrangement and a vibrant London office, you will be part of a dynamic team dedicated to delivering market-leading solutions while influencing key stakeholders in the industry.

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Contact Details:

Coutts Recruitment Team