Financial Planning Consultant, Glasgow

Due to continued growth, our client a respected independent accountancy and business advisory firm operating across the North of England and Scotland is seeking a Financial Planning Consultant to join its Financial Planning Team based in Glasgow.

• Understand client objectives and deliver tailored financial planning solutions
• Provide consistent, high-quality ongoing advice
• Drive business development by identifying and converting new prospects
• Maintain up-to-date technical knowledge relevant to the role
• Achieve individual revenue targets
• Build and expand professional networks through events and engagement

• Full UK Driving Licence
• Minimum Level 4 Diploma in Financial Planning (Level 6 desirable)
• At least 2 years' advisory experience in the financial services industry
• Strong understanding of COBS, COCON, and FCA Money Laundering regulations (SYSC)
• Basic awareness of related accountancy services (Audit, Tax, Insolvency, etc.)
• Excellent verbal and written communication skills
• Strong organisational and problem-solving abilities; able to work under pressure
• Good general IT skills
• High attention to detail, ensuring quality in all reporting

• Salary sacrifice with employer contributions, life cover (4x salary), and income protection
• Up to 26 days plus bank holidays, with the option to purchase up to 5 extra days
• Smart Working Policy to support home and remote working
• Health Shield Cash Plan (cashback on health services + lifestyle discounts)
• Access to online training
• Paid professional membership fees
• And more...

To find out more, contact us or apply via the link below.

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