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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