Back to search
Chartered Financial Planner Opportunity in Glasgow – Established Client Bank
Comprehensive Salary and Benefits Package on Offer
Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability!
Why You Should Apply:
- Client-Centric Role: Deliver high-quality, compliant advice to support our clients' financial goals.
- Growth Focused: Drive new asset generation and revenue growth.
- Diverse Responsibilities: Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank
- Professional Development: Stay compliant with FCA regulations and maintain your technical competence
What You'll Do:
- Provide holistic financial planning consultations and annual reviews
- Ensure top-notch client service and satisfaction
- Advise on wealth expansion, debt management, and financial stability
- Stay updated on market trends and financial regulations
- Build and retain client relationships through networking and lead generation
What We're Looking For:
- Excellent interpersonal skills and the ability to build trust
- Strong analytical skills to diagnose challenges and create strategies
- Proficiency in financial planning software
- Degree educated, ideally Chartered, with a current SPS and up-to-date CPD
- Knowledge of the CFP six-step financial planning process and UK financial regulations
Join Our Clients Team and Make a Difference!
Apply now to become a key player in their Glasgow team and help their clients secure their financial future. Please contact Pauline Low at Reed on or via LinkedIn for a confidential chat
