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Financial Planning Consultant

Company

Cross Resourcing

Location

glasgow, United-Kingdom

Type

Full-time

Due to continued growth, our client a respected independent accountancy and business advisory firm operating across the North of England and Scotland is seeking a Financial Planning Consultant to join its Financial Planning Team based in Glasgow.

What you'll 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 you'll 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 ...

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