I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland.
This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships.
Although notionally based from the firm's South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients.

The Role

You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients.
A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential.
You'll be supported by an excellent back-office function, allowing you to spend the majority of your time working with clients rather than being tied up with administration.

What I'm Looking For

You'll already be an experienced Financial Planner with a strong track record of managing client relationships and providing holistic advice.
You'll need:

• Level 4 Diploma in Financial Planning as a minimum
• Strong, demonstrable experience of trusts and trust planning
• Broad technical knowledge across pensions, investments, retirement and estate planning
• Experience managing and developing an existing client portfolio
• Strong relationship-management skills and the ability to work autonomously
• Chartered status would be highly desirable, although it is not essential

Package

• Up to £80,000 basic salary
• Car allowance
• Bonus
• Existing client bank provided
• Excellent paraplanning and administrative support
• Flexible/remote working alongside client meetings

This would particularly suit an experienced Adviser who enjoys being out with clients and wants the freedom to manage their own working week, while still having the infrastructure and support of an established financial planning business behind them.

For a confidential discussion, contact Alison MacMillan at IDEX Consulting.

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