Financial Planning Consultant — Growth, Client Impact & Smart Working

Armstrong Watson LLP; Glasgow; On-site; GBP 100,000 - GBP 125,000; Full time

Job summary

A leading financial consultancy in Glasgow is seeking dedicated Financial Planning Consultants to join its expanding team. The role involves engaging with clients to provide tailored solutions for their financial goals, ensuring high-quality advice, and undertaking business development activities. Candidates should have a Level 4 Diploma in Financial Planning, experience in an advisory role, and excellent communication skills. The firm offers a competitive salary and comprehensive benefits package including pension scheme and flexible working arrangements.

Benefits

Competitive salary

Pension scheme with life cover

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Paid professional membership fees

Employee Referral Scheme

Qualifications

• Minimum of 2 years of experience in an advisory role.
• Full UK Driving Licence is required.
• Detailed knowledge of Business and High-Level Standards.

Responsibilities

• Provide comprehensive solutions to clients' objectives.
• Ensure high-quality ongoing advice for all clients.
• Engage in business development to identify new clients.

Skills

Excellent communication skills

Attention to detail

Ability to work under pressure

Education

Level 4 Diploma in Financial Planning

Level 6 Advanced Diploma in Financial Planning

Job description

A leading financial consultancy in Glasgow is seeking dedicated Financial Planning Consultants to join its expanding team. The role involves engaging with clients to provide tailored solutions for their financial goals, ensuring high-quality advice, and undertaking business development activities. Candidates should have a Level 4 Diploma in Financial Planning, experience in an advisory role, and excellent communication skills. The firm offers a competitive salary and comprehensive benefits package including pension scheme and flexible working arrangements.