Chartered Financial Planner

ZipRecruiter; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic Chartered Financial Planner to join their Glasgow team. This client-centric role focuses on delivering high-quality financial advice and managing investment portfolios for an established client bank. You will have the opportunity to drive asset and revenue growth while ensuring compliance with financial regulations. With a strong emphasis on professional development and client satisfaction, this position offers a chance to make a significant impact in clients' financial lives. If you have excellent interpersonal skills and a passion for helping others achieve financial stability, this role is perfect for you.

Qualifications

• Degree educated, ideally Chartered, with current SPS and up-to-date CPD.
• Knowledge of the CFP six-step financial planning process.

Responsibilities

• Provide holistic financial planning consultations and annual reviews.
• Manage investment portfolios and recommend pension plans.

Skills

Interpersonal Skills

Analytical Skills

Financial Planning Software

Knowledge of UK Financial Regulations

Education

Degree in Finance or Related Field

Chartered Financial Planner Certification

Tools

Financial Planning Software

Job description

Job Description

Chartered Financial Planner Opportunity in Glasgow – Established Client Bank

Comprehensive Salary and Benefits Package on Offer

Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability!

Why You Should Apply:

• Client-Centric Role: Deliver high-quality, compliant advice to support our clients' financial goals.
• Growth Focused: Drive new asset and revenue growth.
• Diverse Responsibilities: Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank.
• Professional Development: Stay compliant with FCA regulations and maintain your technical competence.

What You'll Do:

• Provide holistic financial planning consultations and annual reviews.
• Ensure top-notch client service and satisfaction.
• Advise on wealth expansion, debt management, and financial stability.
• Stay updated on market trends and financial regulations.
• Build and retain client relationships through networking and lead generation.

What We're Looking For:

• Excellent interpersonal skills and the ability to build trust.
• Strong analytical skills to diagnose challenges and create strategies.
• Proficiency in financial planning software.
• Degree educated, ideally Chartered, with a current SPS and up-to-date CPD.
• Knowledge of the CFP six-step financial planning process and UK financial regulations.

Join Our Client's Team and Make a Difference!

Apply now to become a key player in their Glasgow team and help their clients secure their financial future. Please contact Pauline Low at Reed on [phone number] or via LinkedIn for a confidential chat.