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Financial Planner - Glasgow - Glasgow

Basic to £60,000 - Financial Advice
Ref: 286 Date Posted: Friday 06 Jan 2017
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Fee Based Financial adviser

Glasgow

Basic to £60,000 + benefits + bonus

A growing legal firm, currently with 20 Partners, specialising in the areas of private client, commercial property, renewable energy, farming and agricultural, telecoms and licensing, corporate, commercial dispute resolution and employment with offices in Glasgow, Edinburgh and Inverness is looking to grow its Financial planning team.

They are looking for a Senior Wealth Planning Adviser to join our Wealth Planning Team, offering independent, whole of market, advice while promoting, protecting and passing on client wealth. In this role you will meet with and provide advice to our high net worth clients on their financial affairs in relation to investments, pensions and other financial products.  This role requires a person with presence and professionalism that possesses an ability to quickly build rapport and trust both with clients and colleagues.

You will be CF30 Qualified or an equivalent qualification.  You must also have an excellent working knowledge of the financial services marketplace and trends.  It would be helpful to have worked in a professional fee-based environment and have a client following similar to our client profile.