Financial Planning Consultant

Glasgow - UK

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Due to continued growth our client a respected independent accountancy and business advisory firm operating across the North of England and Scotland is seeking aFinancial Planning Consultantto join itsFinancial Planning Team basedin Glasgow.

What youll do

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

What youll need

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

What youll receive

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

Whats next

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

Equal Opportunities

Cross Resourcingis committed to promoting equal opportunities for all regardless of age gender race disability sexual orientation religion or belief.

Required Skills:

Financial PlanningTaxInsolvencyFinancial Advisor