• 17 March 2010
• Reference: JR209631

• Financial Planner, Glasgow

• Glasgow Excellent Permanent

Financial Planner, Glasgow
£Excellent + Benefits

Our client a mid sized law firm is seeking a financial planner to join their team.

Responsibilities include the following:

*Meet and advise clients on their financial affairs.

*Comply with FSA and Law Society regulations.

*Achieve fee targets as set from time to time.

*Liaise with non-financial planning colleagues over clients needs.

*Maintain accurate computer and paper files.

*Assist colleagues in their professional development.

Ideally you will hold a diploma in financial planning or significant progress towards it. You will ideally have FSA approval to advise and have CAS with current employer. This is a service based role and you will be responsible for servicing the client base within the Private Client group. Excellent communication skills and strong attention to detail is essential.


Joslin Rowe - Winner of 4 UK Recruiter Awards including Best Accountancy/Financial Recruitment Firm and Best Office Support Agency.
Joslin Rowe is a Randstad company. Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK. Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.

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Keywords related to this job

• Insurance,
• Account Handlers,
• Glasgow,
• Permanent,
• Legal,
• financial planner