Financial Planner

Reed; Glasgow; Hybrid; GBP 50,000 - 65,000; Full time

Job summary

A leading financial planning firm in Glasgow is seeking an experienced Financial Planner to deliver high-quality advice to clients. This role offers hybrid working with access to offices across Scotland, competitive salary, and a structured development programme towards chartered status. Candidates should have at least 2 years of experience and CAS certification.

Benefits

Competitive salary and bonus structure

Full paraplanning and admin support

Access to an existing client bank and referral network

Structured development programme

Qualifications

• Minimum 2 years’ experience as a Financial Planner.
• Strong track record of client delivery and business development.

Responsibilities

• Deliver high-quality financial advice to a diverse portfolio of clients.

Skills

Client delivery

Business development

Education

Competent Adviser Status (CAS)

Job description

Financial PlannerLocation:Glasgow (Hybrid working available, with access to offices across Scotland)Salary:£50,000 – £65,000 + bonus + benefits

A leading financial planning firm is seeking an experienced Financial Planner to join their growing team in Glasgow.

This is a fantastic opportunity to be part of a dynamic and ambitious business with a strong client base, a proven referral network, and a clear growth strategy.

The Role:You’ll be responsible for delivering high-quality financial advice to a diverse portfolio of clients, supported by a dedicated paraplanning and admin team.

The firm offers a hybrid working model, access to multiple office locations, and a collaborative environment with cross-referral opportunities from legal and private client teams.

What’s On Offer:

• Competitive salary and bonus structure
• Full paraplanning and admin support
• Access to an existing client bank and referral network
• Hybrid working and modern office facilities
• Structured development programme and route to chartered status

What You’ll Need:

• Minimum 2 years’ experience as a Financial Planner
• CAS (Competent Adviser Status)
• Strong track record of client delivery and business development

Please click‘Apply now’. Don’t worry if your CV isn’t up to date, just send what you have and we’ll take it from there.

Everyone will receive a response.