Financial Planner

I''m working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships. Although notionally based from the firm''s South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients. The Role You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients. A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential. You''ll be supported by an excellent back-office function, allowing you to spend the majority of your time working with clients rather than being tied up with administration. What I''m Looking For You''ll already be an experienced Financial Planner with a strong track record of managing client relationships and providing holistic advice. You''ll need: Level 4 Diploma in Financial Planning as a minimum Strong, demonstrable experience of trusts and trust planning Broad technical knowledge across pensions, investments, retirement and estate ..... full job details .....