Senior Financial Planner

ZipRecruiter; Glasgow; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A reputable wealth management firm in Glasgow is looking for a Senior Financial Planner to join their team. The role involves providing comprehensive financial advice to high net worth clients, working with a strong support team. The company promotes career progression with opportunities for equity sharing in the future. This position offers a competitive reward structure with a hybrid working model.

Qualifications

• Minimum of eight years’ experience providing holistic advice to high net worth clients.
• Technically gifted with excellent analytical skills.
• Superb communication and interpersonal skills.

Responsibilities

• Offer holistic financial planning to prospective and existing clients.
• Complete risk analysis and design financial strategies.
• Provide advice on pensions, protection, bonds and trusts.

Skills

Holistic financial planning

Client relationship management

Analytical skills

Communication skills

Education

Chartered Financial Planner

Job description

Overview

Senior Financial Planner / Glasgow/ Permanent / Competitive reward structure / hybrid working

Due to continued growth, our client is seeking a Glasgow-based senior financial plannerto assist with developing its award-winning wealth offering further and inherit a client portfolio.

Extremely client-focused, this well-established, secure and effectively run wealth manager offersmarket-leading financial advice through its highly skilled and qualified financial planning team and latest software.

The client portfolio you will inherit is made up ofhigh net worth individuals and familiesand you will be fully supported by anexperienced andlocally based admin and technical support function.

Career progression is second to none with the opportunity of future equity share holding.

Key responsibilities

• Offer holistic financial planning to prospective and existing clients;
• Work with professional introducers;
• Provide private client advice onpensions, protection, bonds and trusts;
• Proactively keep up-to-date with new developments in the tax, legal and planning world;
• In-depth reviews of clients\' financial circumstances, current provision and future aims;
• Complete risk analysis and design financial strategies.

The successful candidate

• Chartered Financial Planner with over eightyears’ experience providing holistic advice to high net worth clients;
• Inherently client focused with a well developed network;
• Technically gifted with excellent analytical skills;
• Professional with high levels of integrity;
• Superb communication and interpersonal skills with an engaging personality.

Please apply below or contact Scott Caldwell for further information – confidentiality assured.

Aspire is an equal opportunity company. We celebrate and are committed to working with companies who share our values and create an inclusive environment for all employees.