Financial Planner

Allscreens Nationwide Ltd; Glasgow; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Generous bonus scheme

Private medical insurance

Job summary

Allscreens Nationwide Ltd in Glasgow is seeking a Diploma-qualified Financial Planner to join its growing advisory team. You will deliver tailored financial planning advice to existing and new clients, building trusted relationships and ensuring suitability.

You will have strong knowledge across pensions, investments and retirement planning, plus fluency with FCA regulations. Knowledge of estate planning and cashflow modelling is desirable.

Qualifications

• Diploma-qualified with strong technical knowledge across pensions, investments and retirement planning.
• Excellent relationship-building and client engagement skills.
• Solid understanding of FCA regulations governing financial advice.

Responsibilities

• Deliver financial planning advice to existing and new clients.
• Build and maintain trusted client relationships with tailored advice.
• Ensure advice is suitable and compliant with regulations.

Skills

Relationship building

Technical financial knowledge

Communication skills

Education

Diploma qualification (Financial Planning)

Tools

CRM software

Job description

Engage Talent Partners are working on a retained basis with our client to recruit a Financial Planner to their Glasgow team.

Our client is an established financial planning and advisory business who have experienced significant growth over the last few years.

The role works within the financial planning team of the business and reports to the Directors. Your role will involve delivering financial planning advice to existing and new clients, building and maintaining trusted relationships and making sure each client receives tailored and appropriate advice.

The ideal candidate will be diploma qualified , have strong technical knowledge across pensions, investments, and retirement planning, and very strong relationship building skills as essential. Exceptional understanding of FCA regulations and proven experience in providing financial planning advice is also necessary. An awareness of estate planning, inheritance tax planning, and business protection, along with familiarity with cashflow modelling and CRM software would be desirable but is not essential.

The successful candidate can expect a competitive salary, a generous bonus scheme, and private medical insurance, among other benefits. You will also be joining a growing company at an exciting time that provides strong career progression opportunities.

• a generous bonus scheme
• private medical insurance