Chartered Financial Planner – Glasgow / Edinburgh

Marsh & McLennan Companies; City of Edinburgh; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company is seeking a Chartered Financial Planner in Edinburgh/Glasgow to manage existing clients and new business. The role involves producing advice reports, maintaining compliance, and delivering high standards of client care. Join a supportive team that values professional development and inclusivity.

Benefits

Professional Development Opportunities

Supportive Leadership

Inclusive Culture

Qualifications

• Attained and current SPS from CII.
• Good level of relevant industry experience.
• Able to work in a structured, efficient manner.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Generate new business and maintain high client care standards.
• Deliver ongoing services to existing clients.

Skills

Interpersonal Skills

Communication Skills

Technical Knowledge

Education

Chartered Status with CII

Statement of Professional Standing (SPS)

Tools

Intelliflo

Job description

Chartered Financial Planner – Glasgow / Edinburgh

Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area.

We will count on you to:

1. You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients.
2. You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business.
3. A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA’s Statements of Principles and the firm’s documented performance measures/standards and compliance plan.
4. An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes.
5. A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up-to-date Statement of Professional Standing (SPS).
6. Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from Mercer Private Wealth.

What you need to have:

• Attained and current Statement of Professional Standing (SPS) from CII.
• A good level of relevant industry experience.
• Excellent interpersonal and communication skills.
• Comprehensive industry and technical knowledge.
• Able to work in a structured, efficient manner, using support staff where necessary.

What makes you stand out:

• Qualified to Chartered Status with CII.
• Pension Transfer Specialist qualification.
• Knowledge of Intelliflo.

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leadership.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and make an impact for colleagues, clients, and communities.

Our scale enables us to provide a range of career opportunities, benefits, and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy, and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build confidence to thrive through the power of perspective. For more information, visit mercer.com or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by law. We are an equal opportunities employer and committed to providing reasonable adjustments for candidates with disabilities. If you require reasonable adjustments, please contact us at [e-mail].

Marsh McLennan supports hybrid work, including remote work and in-office collaboration. All colleagues are expected to be in their local office or working onsite with clients at least three days per week, with at least one “anchor day” for full team in-person meetings.