Chartered Financial Planner - Wealth Advice (Scotland)

National African-American Insurance Association (NAAIA); Exmouth; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services firm is looking for a Financial Planner in Scotland to manage an established client base and new business opportunities. You will need to have a Statement of Professional Standing and relevant industry experience. You'll work in a hybrid environment, balancing remote work with in-office collaboration. Join us for professional development opportunities and a vibrant, inclusive culture.

Benefits

Professional development opportunities

Supportive work environment

Flexible working arrangements

Qualifications

• Current Statement of Professional Standing (SPS) from CII.
• Good level of relevant industry experience.
• Excellent interpersonal and communication skills.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Maintain high standards of client care throughout the advisory process.
• Deliver ongoing services to existing clients within timeframes.

Skills

Interpersonal and communication skills

Industry and technical knowledge

Structured, efficient work

Education

Statement of Professional Standing (SPS) from CII

Tools

Intelliflo

Job description

A leading financial services firm is looking for a Financial Planner in Scotland to manage an established client base and new business opportunities. You will need to have a Statement of Professional Standing and relevant industry experience. You'll work in a hybrid environment, balancing remote work with in-office collaboration. Join us for professional development opportunities and a vibrant, inclusive culture.