Financial Planner

Engage Talent Partners are working on a retained basis with our client to recruit a Financial Planner to their Glasgow team.

Our client is an established financial planning and advisory business who have experienced significant growth over the last few years.

The role works within the financial planning team of the business and reports to the Directors. Your role will involve delivering financial planning advice to existing and new clients, building and maintaining trusted relationships and making sure each client receives tailored and appropriate advice.

The ideal candidate will be diploma qualified , have strong technical knowledge across pensions, investments, and retirement planning, and very strong relationship building skills as essential. Exceptional understanding of FCA regulations and proven experience in providing financial planning advice is also necessary. An awareness of estate planning, inheritance tax planning, and business protection, along with familiarity with cashflow modelling and CRM software would be desirable but is not essential.

The successful candidate can expect a competitive salary, a generous bonus scheme, and private medical insurance, among other benefits. You will also be joining a growing company at an exciting time that provides strong career progression opportunities.

• a generous bonus scheme
• private medical insurance