Financial Planning Consultant – Remote & Growth

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

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.