Financial Planner - Glasgow / Edinburgh

Marsh & McLennan Companies, Inc.; Glasgow; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A global leader in risk and investment, Marsh & McLennan is seeking a Financial Planner for their Glasgow and Edinburgh offices. This role focuses on serving existing clients while pursuing new business opportunities. The ideal candidate will possess a Statement of Professional Standing and relevant industry experience, working in a supportive environment that values continuous professional development.

Benefits

Professional development opportunities

Supportive leadership

Flexible working options

Qualifications

• Relevant industry experience required.
• Experience in providing financial advice and maintaining client relationships.
• Ability to work with support staff efficiently.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Generate new business and maintain high standards of client care.
• Deliver ongoing services to existing clients.

Skills

Interpersonal skills

Communication skills

Structured working style

Education

Statement of Professional Standing (SPS) from CII

Tools

Intelliflo

Job description

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Financial Planner - Glasgow / Edinburgh, Glasgow

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Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ec06ed49013e

Job Views:

6

Posted:

09.07.2025

Expiry Date:

23.08.2025

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Job Description:

Financial Planner - Glasgow / Edinburgh
Mercer

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 ourmitment to achieve growth via generating new business

A framework to work to, ensuring that high standards of client care are met by demonstratingpetence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person andplying with the FCA's Statements of Principles and the firm's documented performance measures/standards andpliance plan

An environment that will allow and expect you to demonstrate amitment to Treating Customers Fairly and deliver good customer oues

A framework to ensure maintenance ofpetence 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 andmunication skills

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 andmunities.

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 oues for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer, or follow on LinkedIn and X.

Marsh McLennan ismitted 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. We aremitted 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 reasonableamodations@mmc.

Marsh McLennan ismitted 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. Job ID R_307065