Financial Planner

New Yesterday

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 T&C 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 with...
Location:
Glasgow
Salary:
£55,000 - £75,000 /annum car allowance, benefits and bonus
Category:
Accounting & Finance

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