Chartered Financial Planner, Associate Financial Planner(s)

Eden Scott; Glasgow; On-site; GBP 50,000 - 75,000; Full time

Job summary

Eden Scott is seeking Financial Advisers and Associate Financial Planners for their client-facing Financial Planning team in Glasgow. Candidates should have relevant qualifications, experience in providing services for high net worth individuals, and possess strong business development skills. The firm offers competitive salaries, bonuses, and a supportive environment for career progression.

Benefits

Attractive salary and bonus

Support from experienced Paraplanners and Client Support staff

Clear Adviser development strategy

Qualifications

• Preferably Chartered or close to it.
• Experience in complex and high net worth work.
• Driven, motivated, and ambitious individuals.

Responsibilities

• Develop and maintain long-lasting relationships with clients.
• Manage business development and client book growth.
• Support existing clients and assist in transfer of CAS status.

Skills

Business development

Client relationship management

Financial planning

Pensions

Investments

Education

Chartered Financial Planner status

Relevant financial qualifications

Job description

Our client, a leading Wealth Manager with a long-standing history, is looking to strengthen their client-facing Financial Planning team in the Glasgow area.

For Financial Advisers, they do not require individuals with a client base but prefer those who are Chartered or close to it, with experience in complex and high net worth work.

You will be closely aligned with their ethics and approach to holistic financial planning across pensions and investments, maintaining and developing long-lasting relationships. With a professional manner, business development and client book growth would come naturally—thanks to their increasing brand recognition and ongoing enquiries, there is plenty of work to manage.

They also provide a secure environment for advisers with existing clients to transfer.

Associate Financial Planners might have an intellectual or technical background in Paraplanning, and be driven, motivated, and ambitious—seeking opportunities to progress and develop, possibly feeling held back by their current employer.

The company can also provide CAS status if needed, and their clear Adviser development strategy aims to help you become the best you can be.

Both roles benefit from support from some of the industry's best Paraplanners and Client Support staff, along with an experienced, knowledgeable, and supportive management team to allow you to focus on your core strengths. They offer an attractive salary and bonus, benefits, and the opportunity to work with industry-leading professionals well regarded in the industry.

Please get in touch to discuss these unique opportunities confidentially with Alison Curran, or send your CV/apply now. They are eager to manage work volumes for their clients and look forward to speaking with individuals about their proposition as soon as possible.