Chartered Financial Planner

JR United Kingdom; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a prestigious firm in Glasgow as a Chartered Financial Planner, where you'll craft tailored financial strategies for high-net-worth individuals. This full-time role offers the chance to work in a supportive environment, helping clients navigate their financial journeys with expert advice on investments, retirement, and estate planning. You'll collaborate with a dedicated team, ensuring clients receive the best service while staying updated on industry trends. If you're passionate about finance and eager to make a meaningful impact, this is the perfect opportunity to advance your career.

Benefits

Competitive salary

Professional development opportunities

Collaborative work environment

Strong client base

Qualifications

• Chartered Financial Planner or Chartered Wealth Manager designation required.
• Proven experience in Complex Financial Planning is essential.

Responsibilities

• Create and manage comprehensive financial plans for high-net-worth clients.
• Provide personalized financial planning services including investment and tax advice.

Skills

Financial Planning

Investment Advice

Retirement Planning

Tax Planning

Analytical Skills

Interpersonal Skills

Communication Skills

Education

Bachelor's degree in Finance

Master's degree in Finance or Economics

Job description

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Join a Legacy of Financial Excellence in Glasgow

Company Description:

FD Wealth Ltd is dedicated to helping individuals plan their financial journey, from investment portfolios to pension planning and everything in between. Our team provides comprehensive support at every step of the financial planning process. Tracing our roots back to 1904 (originally as part of one of Scotland's largest independent accountancy firms), we have a strong and loyal client base, primarily successful business owners.

Role Description:

We are seeking a highly motivated and experienced Chartered Financial Planner to join our established team in Glasgow. This is a full-time, on-site opportunity to play a pivotal role in providing exceptional financial planning services to our valued clients.

As a Chartered Financial Planner, you will be responsible for:

• Creating and managing comprehensive financial plans tailored to the unique needs of high-net-worth individuals and business owners.
• Providing personalised financial planning services, including investment advice, retirement planning, tax planning, and estate planning.
• Building and maintaining strong client relationships, acting as a trusted advisor and providing ongoing support.
• Conducting thorough financial analysis and developing strategic recommendations.
• Staying up-to-date with industry regulations and market trends to ensure clients receive the most relevant and accurate advice.
• Collaborating with internal teams to deliver seamless and integrated financial solutions.
• Providing expert advice to Owner Managed Businesses & Family Businesses

Qualifications:

• Chartered Financial Planner or Chartered Wealth Manager designation.
• Proven experience in Complex Financial Planning.
• Significant experience working with Owner Managed Businesses & Family Businesses.
• Strong expertise in Financial Planning and Personal Financial Planning skills.
• Excellent analytical and problem-solving skills.
• Strong interpersonal and communication skills, with the ability to build rapport with clients.
• Ability to work collaboratively in a team environment.
• Bachelor's/Master's degree in Finance, Economics, or a related field.

What We Offer:

• The opportunity to join a reputable and long-established firm with a strong client base.
• A supportive and collaborative work environment.
• Competitive salary and benefits package.
• Opportunities for professional development and career advancement
• The ability to work with a high calibre client base.

To Apply:

Please submit your CV and a cover letter outlining your relevant experience and qualifications