Chartered Financial Planner, Associate Financial Planner(s)

ZipRecruiter; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Wealth Manager seeks Financial Advisers in Glasgow, emphasizing holistic financial planning and relationship management. Candidates should ideally be Chartered or nearing that status, with experience in high net worth contexts. The role promises support from top professionals, enabling significant career development and client engagement.

Benefits

Attractive salary and bonus

Support from experienced paraplanners

Qualifications

• Experience in complex and high net worth financial planning.
• Ambitious and driven individual seeking growth opportunities.

Responsibilities

• Build and maintain long-lasting client relationships.
• Focus on business development and client book growth.

Skills

Client Relationship Management

Business Development

Holistic Financial Planning

Education

Chartered Financial Planner

Technical Background in Paraplanning

Job description

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 pre-existing client base but prefer those who are Chartered or close to it, with experience in complex and high net worth work.

You will be 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 inquiries, there is plenty of work to manage.

The company also offers a secure environment for advisers with existing clients to transfer.

Associate Financial Planners are typically intellectual, possibly with a technical background in paraplanning, driven, motivated, and ambitious, seeking opportunities to progress and develop, especially if they feel held back in their current company.

They can also provide CAS status if needed, but their clear adviser development strategy aims to help you become the best you can be.

For both roles, there would be support from some of the industry's best paraplanners and client support staff, along with an experienced, knowledgeable, and supportive management team, enabling you to focus on your core strengths. They offer an attractive salary, bonus, benefits, and the opportunity to work with industry-leading professionals highly regarded in the industry.

Please get in touch to discuss these unique opportunities confidentially with Alison Curran. Or send your CV/application now, as they are eager to manage work volumes for their clients and are keen to speak to individuals about their proposition as soon as possible.