Financial Planner: Grow Client Wealth & Strategy (Flexible)

IDEX Consulting; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Glasgow is seeking a Financial Planner to join their personal wealth team. You will be responsible for onboarding and serving new clients, conducting assessments of their financial circumstances, and providing tailored financial strategies. The ideal candidate should have excellent communication skills, technical knowledge, and the ability to work collaboratively in a team. This role offers opportunities for progression and supports flexible working patterns.

Qualifications

• Strong networker comfortable presenting to large audiences.
• Ability to work collaboratively in a team environment.
• Excellent interpersonal and communication skills.

Responsibilities

• Uphold values of client centricity.
• Onboard and serve new clients.
• Conduct in-depth assessments of clients' financial circumstances.
• Design financial strategies tailored to individual clients.
• Keep up to date with financial products and legislation.

Skills

Interpersonal skills

Client-centricity

Networking

Communication skills

Technical knowledge

Job description

A leading financial services firm in Glasgow is seeking a Financial Planner to join their personal wealth team. You will be responsible for onboarding and serving new clients, conducting assessments of their financial circumstances, and providing tailored financial strategies. The ideal candidate should have excellent communication skills, technical knowledge, and the ability to work collaboratively in a team. This role offers opportunities for progression and supports flexible working patterns.