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Wealth Planner

  • Location:

    Glasgow, Scotland

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £30000 - £32000 per annum

  • Contact:

    Angela McBrearty

  • Contact email:

    inverness@brookstreet.co.uk

  • Job ref:

    INV/530523_1637858204

  • Published:

    13 days ago

  • Expiry date:

    6/01/2022

  • Startdate:

    21/11/21

Job Description

GLASGOW
WEALTH PLANNER

The role

We are looking for a Wealth Planning Advisor to join our Wealth Planning Team, offering independent, whole of market, advice while promoting, protecting and passing on client wealth. Our Wealth Planning team sit within our Private Client team and provides a specialist Wealth Planning service to clients. 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.


The candidate

You will be a minimum of level 4 qualified. 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

This is a service-focused and busy wealth planning environment where everyone works as a together so teamwork and positive attitude is imperative.

If you have the experience and attributes described, are commercially and client focused, can provide excellent technical service and deliver on time this is a great opportunity to become a key part of our team.
To apply for this role, please email: or call 01463 729213

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