Financial Planner, Glasgow or Edinburgh

Overview

In this Financial Planner role, you will onboard and serve new clients while supporting distribution activities, helping to grow a client-centric wealth team. You will conduct in-depth financial assessments, design tailored strategies, and keep abreast of regulations and market developments. The role offers progression within a growing business and flexible working patterns. You’ll work closely with clients and colleagues to deliver meaningful financial outcomes and contribute to value-driven propositions.

Pay / Benefits

• flexible working patterns

Responsibilities

• Onboard new clients and nurture client relationships
• Support distribution activities; attend webinars/seminars for large employers
• Conduct in-depth financial assessments and analyze clients’ objectives
• Perform investment risk analyses using risk questionnaires
• Research products/services and provide market information to clients
• Design personalized financial strategies and plans
• Ensure compliance with regulatory requirements and disclose costs
• Promote financial products to meet sales targets
• Stay updated on financial products and legislation
• Review and adapt plans as clients’ needs change

Key requirements

• Excellent interpersonal and communication skills
• Confidence with clients and high technical knowledge
• Strong networking ability and comfort presenting to large audiences
• Client-centric approach and experience in growing/serving client bases
• Collaborative mindset and ability to share knowledge with team
• Experience in onboarding and servicing new clients

• client-centricity
• strong communication
• team collaboration
• investment risk analysis
• attitude to investment risk questionnaires
• financial planning and strategy design

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