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Chartered Financial Planner

icon building Company : Reed
icon briefcase Job Type : Full Time

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Job Description - Chartered Financial Planner

Chartered Financial Planner Opportunity in Glasgow – Established Client Bank

Comprehensive Salary and Benefits Package on Offer

Are you a dynamic and client-focused Chartered Financial Planner ready to make a significant impact? Join our client’s team in Glasgow and help their clients achieve financial growth and stability!

Why You Should Apply:

  • Client-Centric Role: Deliver high-quality, compliant advice to support our clients' financial goals.
  • Growth Focused: Drive new asset generation and revenue growth.
  • Diverse Responsibilities: Manage investment portfolios, recommend pension plans, and develop financial forecasts for an established client bank
  • Professional Development: Stay compliant with FCA regulations and maintain your technical competence

What You'll Do:

  • Provide holistic financial planning consultations and annual reviews
  • Ensure top-notch client service and satisfaction
  • Advise on wealth expansion, debt management, and financial stability
  • Stay updated on market trends and financial regulations
  • Build and retain client relationships through networking and lead generation

What We're Looking For:

  • Excellent interpersonal skills and the ability to build trust
  • Strong analytical skills to diagnose challenges and create strategies
  • Proficiency in financial planning software
  • Degree educated, ideally Chartered, with a current SPS and up-to-date CPD
  • Knowledge of the CFP six-step financial planning process and UK financial regulations

Join Our Clients Team and Make a Difference!

Apply now to become a key player in their Glasgow team and help their clients secure their financial future. Please contact Pauline Low at Reed on or via LinkedIn for a confidential chat

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