Financial Planner - Glasgow / Edinburgh

National African-American Insurance Association (NAAIA); Exmouth; On-site; 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

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:

• 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
• 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
• 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
• An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes
• 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)
• 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 qualified
• Knowledge of Intelliflo

Why join our team:

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

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

Our scale enables us to provide a range of career opportunities, as well as 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 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 applicable law. We are an equal opportunities employer.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.