Financial Planner

AMG Search; Glasgow; Remote; GBP 55,000 - 75,000; Full time

Job summary

A financial services firm in Glasgow is seeking a Financial Planner to deliver holistic financial advice. This role involves managing an established client portfolio, generating new business, and ensuring excellent client outcomes. Candidates must be Level 4 qualified with a proven track record in a regulated advice role. The position offers a competitive salary range of £55k - £75k plus bonuses and the flexibility of remote working.

Benefits

Flexible working hours

Comprehensive training

Client base to work with

Qualifications

• Proven track record of success in a regulated advice role.
• Competent Advisor Status (CAS) or previously held this status.
• Ability to understand and determine client needs.

Responsibilities

• Provide holistic financial advice to clients.
• Deliver outstanding client outcomes.
• Generate new business opportunities.
• Contribute to the wider business strategy.

Skills

Holistic financial advice

Client relationship management

Communication skills

Results focus

Change management

Education

Level 4 (Diploma) qualified

Progress towards Level 6 (Chartered)

Job description

Overview

Our client have an immediate vacancy for a Financial Planner to take over an established portfolio of existing clients and new business opportunities. The clients are based mainly in the Glasgow and Central Belt area.

Salary is £55k - £75k base + bonus and car allowance. Remote working.

We will count on you to:

This role is responsible primarily for providing holistic financial advice to both new and existing clients in keeping with quality benchmarks and compliance requirements; and in doing so, delivering the income budget for their specific role.

Responsibilities

• Deliver outstanding client outcomes
• 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.
• Operate within the framework of the T&C Scheme to ensure agreed standards are achieved with commitment to Treating Customers Fairly and deliver good customer outcomes.
• Maintain and increase own skills and knowledge through Continuous Professional Development.
• Own the development of business within the Territory to ensure new opportunities are identified and realised.
• Contribute to the wider business strategy to promote a productive and fulfilling culture for clients and colleagues

What you need to have

• Level 4 (Diploma) qualified with progress towards Level 6 (Chartered).
• A proven track record of success within a regulated advice role with professional and/or high net worth clients.
• Competent Advisor Status (CAS) or previously held this status if not recently in a client facing role.
• Results Focus: able to deliver operational goals, deal with change and manage the performance of others
• Client Focus: understands how to identify needs of a client and determine best solutions available to meet them
• Communication: can influence upwards and downwards and articulate messages. Has excellent interpersonal skills

Why join our team

You’ll discover a strong, supportive culture that values your personal goals as much as our clients. And, with no ties to an office, you’ll enjoy the freedom to plan your work around your life and manage your schedule effectively to benefit both your clients and our business.

As well as offering you the flexibility to find your own balance in life, we’ll offer you a client base and a wide range of products to support their financial needs. You’ll quickly develop a deep understanding of the sector that your clients work in, from the comprehensive training we will provide.

You’ll build new relationships and develop existing ones. All the time assisted by a dedicated relationship team, who’ll help qualify new business leads, arrange appointments and provide technical support. Leaving you with the time and scope to focus on understanding your clients challenges, needs and aspirations.