Financial Planner – Glasgow / Edinburgh

Marsh & McLennan Companies; Glasgow; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to manage existing clients and new business in Glasgow and Edinburgh. The ideal candidate will have a current Statement of Professional Standing and relevant industry experience. Strong communication skills and structured work approach are essential. Join a supportive team dedicated to professional development and inclusive culture.

Benefits

Professional development opportunities

Inclusive culture

Career advancement benefits

Qualifications

• Good level of relevant industry experience.
• Ability to address own training needs timely.
• Commitment to delivering good customer outcomes.

Responsibilities

• Produce advice reports to business and regulatory standards.
• Work to agreed budgets and business practices.
• Ensure high standards of client care.

Skills

Excellent interpersonal and communication skills

Comprehensive industry and technical knowledge

Structured and efficient work manner

Education

Current Statement of Professional Standing (SPS) from CII

Chartered Status with CII

Pension Transfer Specialist qualification

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.

Equal Employment Opportunity

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].