Chartered Financial Planner – Glasgow / Edinburgh

Company:

reputed company

Description:

Chartered Financial Planner – Glasgow / Edinburgh

reputed company Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area.

We will count on you to:

• You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

• You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to reputed company growth reputed company generating new business

• A reputed company to work to, ensuring that high standards of client care are met by demonstrating competence in reputed company stages of the advisory process, operating at reputed company times in a manner which benefits a certified Person and complying with the FCA’s Statements of Principles and the firm’s documented performance measures/standards and compliance plan

• An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes

• A reputed company to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (reputed company)

• Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from reputed company Private Wealth

What you need to have:

• Attained and reputed company Statement of Professional Standing (reputed company) from CII

• A good level of relevant industry experience

• Excellent interpersonal and communication skills

• Comprehensive industry and technical knowledge

• reputed company to work in a structured, efficient manner, using support staff where necessary

What makes you stand out:

• reputed company to Chartered Status with CII

• Pension Transfer Specialist reputed company

• Knowledge of Intelliflo

Why join reputed company:

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

reputed company, a business of reputed company (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. reputed company is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: reputed company, Guy Carpenter, reputed company and reputed company. With annual reputed company of $24 billion and more than 90,000 colleagues, reputed company helps build the confidence to reputed company through the power of perspective. For more information, visit reputed company.com, or follow on reputed company and X.reputed company is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and reputed company diversity of age background, civil partnership status, disability, ethnic reputed company, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin reputed company, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected] company is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. reputed company reputed company colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Originally posted on Himalayas

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