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- Tasks: Provide expert financial planning and advice to clients in Glasgow and Edinburgh.
- Company: Join Mercer, a leading private wealth management firm.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Current Statement of Professional Standing and relevant industry experience required.
- Other info: Opportunity for Chartered status and ongoing training in a dynamic workplace.
The predicted salary is between 36000 - 60000 £ per year.
Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area.
We will count on you to:
- Work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients.
- Work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business.
- Ensure that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm’s documented performance measures/standards and compliance plan.
- Demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes.
- Maintain competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS).
- Deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from Mercer Private Wealth.
What you need to have:
- Attained and current Statement of Professional Standing (SPS) from CII.
- A good level of relevant industry experience.
- Excellent interpersonal and communication skills.
- Comprehensive industry and technical knowledge.
- Able to work in a structured, efficient manner, using support staff where necessary.
What makes you stand out:
- Qualified to Chartered Status with CII.
- Pension.
Financial Planner – Glasgow employer: Marsh McLennan
Contact Detail:
Marsh McLennan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner – Glasgow
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join local meetups, or even hit up LinkedIn to find folks in Glasgow and Edinburgh. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience and how it aligns with their needs. Be ready to discuss your Statement of Professional Standing and how you’ve maintained your competence in the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you can demonstrate your commitment to Treating Customers Fairly and delivering great outcomes for clients. We want you to shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planner – Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience, especially in client management and financial advice, to show us you’re the perfect fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your skills align with our values at Mercer. Keep it engaging and personal!
Showcase Your Qualifications: Don’t forget to mention your Statement of Professional Standing (SPS) and any other qualifications that make you stand out. We love seeing candidates who are committed to their professional development!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing talent we’re bringing on board!
How to prepare for a job interview at Marsh McLennan
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around the regulatory standards and compliance measures mentioned in the job description. Being able to discuss these confidently will show that you're serious about the role and understand the industry's expectations.
✨Showcase Your Interpersonal Skills
Since this role involves working closely with clients, it's crucial to demonstrate your excellent communication skills during the interview. Prepare examples of how you've successfully built relationships with clients in the past, and be ready to discuss how you would approach client interactions at Mercer.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving abilities and adherence to Treating Customers Fairly principles. Think of specific situations where you had to navigate complex client needs or regulatory challenges, and be ready to explain your thought process and outcomes.
✨Highlight Your Commitment to Continuous Learning
Mercer values ongoing professional development, so be prepared to discuss how you keep your skills sharp and stay updated with industry changes. Mention any recent training or certifications you've pursued, and express your eagerness to continue growing within the role.