Chartered Financial Planner, Associate Financial Planner(s)

Job Description

Our client, a leading Wealth Manager with a history spanning throughout the decades, is looking to bolster their client-facing Financial Planning team in the Glasgow area.

For Financial Advisers, they do not require individuals with a client base but (Chartered or close to it ideally) with experience in complex and some high net worth work.

You'll be closely aligned to 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 - their increasing brand name plus ongoing enquiries mean there is plenty of work to be managed.

They would also provide a safe and secure home for advisers with clients to transfer.

Associate Financial Planners will be intellectual, perhaps with a technical background in Paraplanning, driven, motivated, and ambitious, wanting to have the opportunity to progress and develop, perhaps being held back by their current company.

They can also provide CAS status if needed, but their clear Adviser development strategy would ensure you become the best you can be.

For both roles, there would be some of the industry's best Paraplanners and Client Support along with an experienced, knowledgeable, and supportive management team to ensure that you are left to do what you do best. 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 as they are keen to ensure work volumes are managed for their clients and are eager to speak to individuals about their proposition as soon as possible.