Financial Planner

  • Reed
  • Glasgow, Lanarkshire
  • Oct 24, 2025
Full time Banking Finance

Job Description

Financial PlannerLocation: GlasgowSalary: £50,000 - £65,000 + bonus + benefits

A leading financial planning firm is seeking an experienced Financial Planner to join their growing team in Glasgow.

This is a fantastic opportunity to be part of a dynamic and ambitious business with a strong client base, a proven referral network, and a clear growth strategy.

The Role:You'll be responsible for delivering high-quality financial advice to a diverse portfolio of clients, supported by a dedicated paraplanning and admin team.

The firm offers a hybrid working model, access to multiple office locations, and a collaborative environment with cross-referral opportunities from legal and private client teams.

What's On Offer:

  • Competitive salary and bonus structure
  • Full paraplanning and admin support
  • Access to an existing client bank and referral network
  • Hybrid working and modern office facilities
  • Structured development programme and route to chartered status

What You'll Need:

  • Minimum 2 years' experience as a Financial Planner
  • CAS (Competent Adviser Status)
  • Strong track record of client delivery and business development

Please click 'Apply now'. Don't worry if your CV isn't up to date, just send what you have and we'll take it from there.

Everyone will receive a response.