At a Glance
- Tasks: Manage and develop client relationships while providing holistic financial planning advice.
- Company: Established financial planning business with a supportive culture.
- Benefits: Up to £80,000 salary, car allowance, bonus, and excellent support.
- Other info: Ideal for experienced Advisers who thrive in client-facing roles with great career support.
- Why this job: Enjoy flexibility and autonomy while making a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and strong experience in trusts and client management.
The predicted salary is between 49500 - 60500 £ per year.
I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships. Although notionally based from the firm's South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients.
The Role
You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients. A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential. You'll be supported by an excellent back-office function, allowing you to spend the majority of your time working with clients rather than being tied up with administration.
What I'm Looking For
- Level 4 Diploma in Financial Planning as a minimum
- Strong, demonstrable experience of trusts and trust planning
- Broad technical knowledge across pensions, investments, retirement and estate planning
- Experience managing and developing an existing client portfolio
- Strong relationship-management skills and the ability to work autonomously
- Chartered status would be highly desirable, although it is not essential
Package
- Up to £80,000 basic salary
- Car allowance
- Bonus
- Existing client bank provided
- Excellent paraplanning and administrative support
- Flexible/remote working alongside client meetings
This would particularly suit an experienced Adviser who enjoys being out with clients and wants the freedom to manage their own working week, while still having the infrastructure and support of an established financial planning business behind them.
For a confidential discussion, contact Alison MacMillan at IDEX Consulting.
Financial Planner in Glasgow employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Glasgow
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We think you need these skills to ace Financial Planner in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd Careers.
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How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Brush Up on Financial Analysis Skills
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✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
