Financial Planner – Glasgow / Edinburgh

Marsh & McLennan Companies; Glasgow; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm seeks a qualified Financial Planner based in Glasgow/Edinburgh. The role involves managing an established client base, producing advice reports, and maintaining high standards of client care. Ideal candidates will hold a current Statement of Professional Standing and possess excellent interpersonal skills. The company offers a supportive culture and professional development opportunities, making it a great place for career growth and impact.

Benefits

Professional development opportunities

Inclusive culture

Career advancements

Comprehensive well-being benefits

Qualifications

• Attained and current Statement of Professional Standing (SPS) from CII.
• Good level of relevant industry experience.
• Comprehensive industry and technical knowledge.

Responsibilities

• Work with a designated support team to produce advice reports.
• Maintain high standards of client care throughout the advisory process.
• Deliver ongoing services in a timely manner to existing clients.

Skills

Excellent interpersonal skills

Communication skills

Ability to work efficiently

Education

Current Statement of Professional Standing (SPS) from CII

Chartered Status with CII

Tools

Knowledge of 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.

We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].