Financial Planning Consultant

Cross Resourcing; Glasgow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A respected independent accountancy firm in Glasgow is seeking an experienced Financial Planning Consultant to join its team. The role focuses on delivering tailored financial planning solutions and driving business development. Candidates should have a minimum Level 4 Diploma in Financial Planning and at least 2 years of advisory experience in the financial services industry. The position offers a comprehensive range of benefits including salary sacrifice, health cashback plans, and more.

Benefits

Salary sacrifice with employer contributions

Life cover (4x salary)

Income protection

Up to 26 days plus bank holidays

Smart Working Policy

Health Shield Cash Plan

Paid professional membership fees

Qualifications

• At least 2 years' advisory experience in the financial services industry.
• Strong understanding of COBS, COCON, and FCA Money Laundering regulations.
• High attention to detail, ensuring quality in all reporting.

Responsibilities

• Understand client objectives and deliver tailored financial planning solutions.
• Provide high-quality ongoing advice.
• Drive business development by converting new prospects.

Skills

Excellent verbal and written communication skills

Strong organisational and problem-solving abilities

Good general IT skills

Education

Minimum Level 4 Diploma in Financial Planning

Job description

Due to continued growth, our client-a respected independent accountancy and business advisory firm operating across the North of England and Scotland-is seeking a Financial Planning Consultant to join its Financial Planning Team based in Glasgow.

What you'll do

• Understand client objectives and deliver tailored financial planning solutions
• Provide consistent, high-quality ongoing advice
• Drive business development by identifying and converting new prospects
• Maintain up-to-date technical knowledge relevant to the role
• Achieve individual revenue targets
• Build and expand professional networks through events and engagement

What you'll need

• Full UK Driving Licence
• Minimum Level 4 Diploma in Financial Planning (Level 6 desirable)
• At least 2 years' advisory experience in the financial services industry
• Strong understanding of COBS, COCON, and FCA Money Laundering regulations (SYSC)
• Basic awareness of related accountancy services (Audit, Tax, Insolvency, etc.)
• Excellent verbal and written communication skills
• Strong organisational and problem-solving abilities; able to work under pressure
• Good general IT skills
• High attention to detail, ensuring quality in all reporting

What you'll receive

• Salary sacrifice with employer contributions, life cover (4x salary), and income protection
• Up to 26 days plus bank holidays, with the option to purchase up to 5 extra days
• Smart Working Policy to support home and remote working
• Health Shield Cash Plan (cashback on health services + lifestyle discounts)
• Access to online training
• Paid professional membership fees
• And more...

Whats next?

To find out more, contact us or apply via the link below.

Equal Opportunities

Cross Resourcing is committed to promoting equal opportunities for all, regardless of age, gender, race, disability, sexual orientation, religion or belief.

• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.
• We prioritise your well-being with a comprehensive range of benefits designed to support you both personally and professionally.