Financial Planner, Glasgow or Edinburgh

Overview

As a Financial Planner within a growing wealth team, you will onboard and service clients while supporting distribution efforts. You’ll work closely with cross-functional colleagues to design tailored financial strategies and provide evidence-based advice. Your client-centric approach and strong presentation skills will help engage large audiences and expand the client base. This role offers progression in a flexible, work-from-home environment, aligned with a values-driven, inclusive culture.

Pay / Benefits

• flexible working patterns
• work from home / remote option

Responsibilities

• Uphold client-centric values in all interactions
• Support distribution through webinars and seminars for large employers
• Actively pursue onboarding of new clients
• Share knowledge to contribute to team growth and propositions
• Schedule meetings with clients in-person or online
• Conduct in-depth financial assessments and set future aims
• Perform investment risk analyses and discuss results
• Research market offerings and inform clients on products and services
• Analyze information to design plans meeting individual needs
• Create financial strategies
• Ensure regulatory compliance and transparent disclosure of services and costs
• Promote products and services to meet sales targets
• Stay updated on financial products and legislation
• Respond to changing client needs and circumstances

Key requirements

• excellent interpersonal and communication skills
• confidence with clients and high technical knowledge
• strong networking and ability to present to large audiences
• client-centric approach and ability to grow and serve clients
• willingness to collaborate in a team and contribute ideas
• familiarity with regulatory aspects and ongoing compliance

• client-centric mindset
• excellent communication
• collaboration
• financial planning design
• investment risk analysis
• market research

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