Chartered Financial Adviser - #2195269

Chartered Financial Planner –

Scotland - Remote/ Field based

Up to £86,000 + Bonus

Are you an experienced Chartered Financial Planner looking for a firm where clients really do come first? This independent, privately owned Lifestyle Financial Planning business has built its reputation on being open, honest and transparent. It has the freedom to do what’s right for its clients and its people. Joining the Grangemouth team, you’ll take on an established client bank and build long-term relationships with clients, with experienced support teams behind you.

The role

As a Chartered Financial Planner, you will:

• Look after an existing client bank, giving independent advice and Lifestyle Financial Planning
• Carry out in-depth reviews of clients’ circumstances and goals
• Advise on pensions, investments, tax and estate planning
• Write suitability reports and keep file quality high
• Grow client relationships through referrals and new opportunities

What you’ll need

• CII Advanced Diploma in Financial Planning (Level 6)
• Competent Adviser Status (CAS) achieved
• A track record of giving high-quality independent advice
• Strong report writing, analytical and communication skills
• Based in or near Grangemouth or Falkirk
• Desirable: Chartered status, Pension Transfer Specialist, experience with Intelliflo

What’s on offer

As a Chartered Financial Planner, you’ll receive:

• Up to £80,000 basic salary + £6,000 car allowance
• Discretionary bonus
• Non-contributory pension at 8%+
• Private medical insurance, income protection and critical illness cover
• Death in service and a health cash plan
• Holiday that increases with length of service
• Hybrid and flexible working
• Enhanced family-friendly policies

If you are interested in the Chartered Financial Adviser opportunity, then apply today and if suitable one of our consultants will be in touch within 24 hours

Financial Planner, IFA, Financial Services, Wealth Management