At a Glance
- Tasks: Join us as a Financial Planner, advising clients and generating new business in Scotland.
- Company: Mercer Private Wealth is a global leader in investment and retirement solutions.
- Benefits: Enjoy professional development, flexible hybrid work, and a vibrant, inclusive culture.
- Why this job: Make an impact while working with talented colleagues and helping clients achieve their financial goals.
- Qualifications: Must have a current Statement of Professional Standing and relevant industry experience.
- Other info: Chartered status and Pension Transfer Specialist qualification are preferred.
The predicted salary is between 36000 - 60000 £ per year.
Financial Planner – Glasgow / Edinburgh
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:
- You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients
- You will 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
- A framework to work to, ensuring 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
- An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes
- A framework to ensure maintenance of 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)
- Processes to help you 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 Transfer Specialist qualified
- Knowledge of Intelliflo
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one \”anchor day\” per week on which their full team will be together in person. #J-18808-Ljbffr
Financial Planner - Glasgow / Edinburgh employer: Utah State Extension
Contact Detail:
Utah State Extension Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Glasgow / Edinburgh
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working in Scotland. Attend local finance events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific regulations and compliance standards that apply to financial planners in the UK, particularly those set by the FCA. This knowledge will not only help you in interviews but also demonstrate your commitment to professional standards.
✨Tip Number 3
Showcase your interpersonal and communication skills during any interactions with the company. Practice articulating your thoughts clearly and confidently, as these skills are crucial for building client relationships in this role.
✨Tip Number 4
Research Mercer Private Wealth and understand their values and culture. Tailor your conversations to reflect how your personal values align with theirs, particularly around client care and inclusivity, which are key aspects of their work environment.
We think you need these skills to ace Financial Planner - Glasgow / Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, particularly any work with clients in Scotland. Emphasise your Statement of Professional Standing (SPS) and any qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interpersonal and communication skills. Mention specific examples of how you've successfully generated new business or maintained client relationships in previous roles.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are Chartered or a Pension Transfer Specialist. This will help you stand out as a candidate who meets the essential criteria outlined in the job description.
Showcase Your Commitment to Client Care: In your application, demonstrate your understanding of Treating Customers Fairly principles. Provide examples of how you've ensured high standards of client care in your previous positions.
How to prepare for a job interview at Utah State Extension
✨Showcase Your Qualifications
Make sure to highlight your Statement of Professional Standing (SPS) and any relevant qualifications, especially if you're Chartered. This will demonstrate your commitment to professionalism and compliance in the financial planning sector.
✨Demonstrate Interpersonal Skills
Since excellent communication is key in this role, prepare examples of how you've successfully interacted with clients in the past. Be ready to discuss how you build relationships and ensure client satisfaction.
✨Understand the Company Culture
Research Mercer Private Wealth and their commitment to diversity and inclusion. Be prepared to discuss how you can contribute to their vibrant culture and align with their values during the interview.
✨Prepare for Technical Questions
Brush up on your industry knowledge and be ready to answer technical questions related to financial planning. Familiarise yourself with tools like Intelliflo, as this could set you apart from other candidates.