Trainee Financial Planner - Glasgow City Centre

These roles offer the opportunity to work within a dynamic team, focusing on client needs, providing  financial advice covering retirement planning, investments and protection. 

They will suit Experienced Advisers who seek extra help with clients and a supportive team environment with less travel, or Paraplanners/ Bancassurance Advisers seeking their first client facing role in an independent firm. 

Provided you hold experience in a financial planning setting and the Diploma in Regulated Financial Planning, all other training and support will be provided, as such these really are exceptionally rare opportunities.

The offering:

• Comprehensive training in the provision of financial advice
• All clients provided, with a continuous flow of pre-qualified new business leads
• Competitive remuneration structure and uncapped bonus payable from first piece of business written
• Hybrid working pattern
• Study support to attain Chartered status and continued professional development
• Full support to get you signed off with CAS
• Comprehensive benefits package

Role Responsibilities:

• Holding client appointments, building trust and rapport, gaining a thorough understanding of clients’ needs and financial goals along with their attitude to risk.
• Collaborating with your colleagues and support teams, creating bespoke financial plans and delivering these to clients in a jargon free, easy to understand manner, answering all questions along the way.
• Conducting regular financial reviews with existing clients, amending financial plans according to changing circumstances and goals.
• Demonstrating excellent listening skills, empathy, communication and interpersonal skills.
• Offering a keen eye for detail and accuracy, continually meeting the needs of internal and external regulation and compliance.
• Keeping up to date with your CPD.
• Providing support to your team members and the admin team alike.

Ideal Candidate:

• Diploma qualified Paraplanner or bancassurance/mortgage adviser aiming to transition to wealth management, or an experienced Financial Planner seeking a role with less travel and more support with clients.
• Experience in a financial services environment, whether in a client-facing, paraplanning, mortgage, or administrative role, with Level 4 Diploma in Regulated Financial Planning.
• Excellent communication and relationship-building skills.
• Polite and professional manner.

Should you be interested to find out more, please do not hesitate to get in touch, we would love to hear from you!

To apply, please send your CV to jenny @ tempestjones . com



IFA, Independent Financial Adviser, Financial Advisor, Wealth Consultant, Financial Planner, Glasgow, Financial Adviser.  
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