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Permanent

Financial Planner

Glasgow
money-bag 55000.00-55000.00 Annual
2991663852
Posted 2 days ago

Our client have an immediate vacancy for a Financial Planner to take over an established aportfolio of existing clients and new business opportunities. The clients are based mainly in the Glasgow and Central Belt area. Salary is £55k - £75k base + bonus and car allowance. Remote working We will count on you to: This role is responsible primarily, for providing holistic financial advice to both new and existing clients in keeping with quality benchmarks and compliance requirements; and in doing so, delivering the income budget for their specific role. Deliver outstanding client outcomes You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business. Operate within the framework of the TandC Scheme to ensure agreed standards are achieved with commitment to Treating Customers Fairly and deliver good customer outcomes. Maintain and increase own skills and knowledge through Continuous Professional Development. Own the development of business within the Territory to ensure new opportunities are identified and realised. Contribute to the wider business strategy to promote a productive and fulfilling culture for clients and colleagues What you need to have: Level 4 (Diploma) qualified with progress towards Level 6 (Chartered). A proven track record of success within a regulated advice role with professional and/or high net worth clients. Competent Advis

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