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Salary: Up to £80,000 basic + Discretionary Annual Bonus (flexible up to £100,000 for the right candidate)Location: Glasgow - Flexible Working
Are you an experienced Chartered Financial Planner looking for a unique opportunity to take over a high-value client book with a leading Financial Planning group?
Our client is a highly respected, multi-office Financial Planning firm with over £1Bn of Clients’ Funds Under Management. As one of their top-performing Financial Planners retires after 20 years with the business, they are seeking a highly skilled Chartered Financial Planner to step into this pivotal role.
The Opportunity- Inherit a well-established client book of approximately 60 High-Net-Worth clients with £50M Funds Under Management.
- This portfolio generates over £500K in fees annually, making it a key part of the firm's ongoing success.
- Join a firm renowned for its commitment to excellence, offering support and resources to help you maintain and grow client relationships.
- Work flexibly, with no daily office requirement. Client meetings may involve travel to the office, clients' homes, or other locations.
- Qualifications: Chartered Financial Planner preferred. Candidates close to achieving Chartered status (within 1-2 exams) will also be considered.
- Experience: Proven track record in managing and advising High-Net-Worth clients with a focus on delivering exceptional service.
- Skills: Strong relationship management skills, a strategic mindset, and the ability to uphold the firm’s reputation for excellence.
- Flexibility: Self-motivated and comfortable managing a flexible working schedule.
- Competitive basic salary of up to £80,000 (negotiable up to £100,000 for the ideal candidate).
- Discretionary annual bonus to reward your contributions.
- The chance to work with a high-value client base in a supportive and professional environment.
- Opportunities for further professional development and career progression within a leading financial planning group.
This is a rare opportunity to step into an established, high-performing client book with a firm that values its people as much as its clients. If you’re ready to make your mark and take your career to the next level, we’d love to hear from you.
