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- Tasks: Join a dynamic team as a Financial Planner, advising high-net-worth clients.
- Company: Be part of a respected Wealth Management company with a modern approach.
- Benefits: Enjoy a competitive salary, attractive bonuses, and enhanced benefits including hybrid working.
- Why this job: This role offers professional growth, client inheritance, and full support for your success.
- Qualifications: 5+ years of advice experience and a track record in business development required.
- Other info: Clear internal progression routes and full paraplanning support provided.
The predicted salary is between 75000 - 85000 £ per year.
Role : Financial Planner
Location : Glasgow
Salary : £75,000 – £85,000
Reference: 9404
Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Glasgow.
Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.
They have an existing portfolio of clients for the incoming adviser to inherit, and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.
What’s in it for you?
- Competitive salary from £75,000 – £85,000
- Attractive bonus
- Excellent benefits – Enhanced Pension, PMI, Protection
- Full Paraplanning and Administration support
- Support with professional development
- Clear routes to progress internally
- Hybrid working
What they are looking for:
- 5+ years of advice experience
- Enroute to Chartered
- Track record advising HNW clients
- Proven business development skills
Get in touch or apply online to find out more!
Financial Planner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to highlight your experience with high-net-worth clients in your conversations. This role specifically seeks someone with a proven track record in this area, so be ready to share relevant examples.
✨Tip Number 2
Demonstrate your business development skills during the interview. Prepare to discuss strategies you've successfully implemented in the past to grow your client base, as this is a key aspect of the role.
✨Tip Number 3
Familiarize yourself with the company's modern approach to financial advice. Showing that you understand and align with their philosophy can set you apart from other candidates.
✨Tip Number 4
Be prepared to discuss your professional development goals. The company values growth and offers clear routes for progression, so expressing your ambition can resonate well with the hiring team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Planner position. Understand the key responsibilities and the skills required, especially the emphasis on advising high-net-worth clients and business development.
Tailor Your CV: Customize your CV to highlight your 5+ years of advice experience and any relevant achievements in business development. Use specific examples that demonstrate your track record with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's modern approach to financial advice. Mention how your experience aligns with their needs and express your enthusiasm for the opportunity to grow within their team.
Highlight Professional Development: In your application, emphasize your commitment to professional development and any steps you are taking towards becoming Chartered. This shows your dedication to the field and aligns with the company's support for growth.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Experience
Make sure to highlight your 5+ years of advice experience during the interview. Prepare specific examples of how you've successfully advised high-net-worth clients and the impact of your financial planning strategies.
✨Demonstrate Business Development Skills
Since the role emphasizes business development, come prepared with a few success stories that illustrate your ability to grow a client base. Discuss any innovative approaches you've taken to attract new clients.
✨Understand the Company’s Modern Approach
Research the company's modern approach to financial advice. Be ready to discuss how you can contribute to their innovative strategies and align with their values, showing that you're a good fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s support for professional development and internal progression. This shows your interest in long-term growth within the organization and helps you gauge if it’s the right fit for you.
