Senior Financial Planner — Client Growth & Strategy

RMK Talent Solutions; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Glasgow is seeking a Financial Adviser to provide expert guidance and strategic planning to clients. You will build strong relationships, conduct thorough financial reviews, and stay informed about market trends. The ideal candidate has over 5 years of experience and relevant qualifications. This role offers a competitive salary, professional development opportunities, and a healthy work-life balance.

Benefits

Competitive salary

Formulaic bonus structure

Flexible working arrangements

Ongoing professional development

Full admin and paraplanning support

Qualifications

• 5+ years experience as a Financial Adviser or Wealth Manager.
• Professional qualifications ideally sought.
• Strong understanding of financial products and regulations.

Responsibilities

• Build and maintain client relationships as a trusted adviser.
• Conduct financial reviews to develop strategies.
• Stay updated on market trends and regulatory changes.
• Identify opportunities for client base growth.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving

Education

Level 6 CII, CISI or LIBF

Job description

A leading financial advisory firm in Glasgow is seeking a Financial Adviser to provide expert guidance and strategic planning to clients. You will build strong relationships, conduct thorough financial reviews, and stay informed about market trends. The ideal candidate has over 5 years of experience and relevant qualifications. This role offers a competitive salary, professional development opportunities, and a healthy work-life balance.