Job Description
Financial Planner - Leading Wealth & Investment Management Organisation
Glasgow - Salary completely negotiable from £60K to around £100K plus Bonus and Benefits (potentially higher for the right candidate)
Our client is an International Wealth & Investment Management organisation who operate at the highest level. They are currently seeking an experienced Financial Planner to join their team in Glasgow to manage and develop a HNW Client Book.
This company are well established and have significant financial backing, enabling them to carry out exciting plans which will place them at the forefront of the Financial Planning sector, with a first class proposition for their clients.
The role:
As a Financial Planner, you will play a pivotal role in delivering expert financial planning advice to a diverse range of clients. You'll be responsible for analysing their goals and creating tailored solutions to meet their needs.
This role involves managing an existing client base while actively seeking opportunities to expand it through business development initiatives and networking. You will ensure client satisfaction by providing ongoing advice, maintaining client suitability, and adhering to regulatory standards.
Key Responsibilities:
1. Manage and develop relati...