Chartered Financial Planner

3 Months ago • All levels • Financial Analysis

Job Summary

Job Description

As a Chartered Financial Planner, you will manage existing clients and generate new business opportunities in Scotland, primarily Glasgow and Edinburgh. Responsibilities include producing advice reports to business and regulatory standards with a dedicated support team, adhering to budgets and working practices, demonstrating competence, and delivering excellent customer outcomes. The role requires ongoing services to existing clients. The role involves working with a team and following business processes to help achieve client satisfaction.
Must have:
  • Current Statement of Professional Standing (SPS) from CII
  • Good level of relevant industry experience
  • Excellent interpersonal and communication skills
  • Comprehensive industry and technical knowledge
  • Ability to work in a structured, efficient manner.
Good to have:
  • Qualified to Chartered Status with CII
  • Pension Transfer Specialist qualified
  • Knowledge of Intelliflo
Perks:
  • Professional development opportunities
  • Interesting work
  • Supportive leaders

Job Details

Company:

Mercer

Description:

Chartered Financial Planner – Glasgow / Edinburgh

Mercer Private Wealth has an immediate vacancy for a Financial Planner (ideally Chartered) to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area.

We will count on you to:

  • You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients

  • You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business  

  • A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA’s Statements of Principles and the firm’s documented performance measures/standards and compliance plan

  • An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes 

  • A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS)

  • Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service from Mercer Private Wealth

What you need to have:

  • Attained and current Statement of Professional Standing (SPS) from CII

  • A good level of relevant industry experience

  • Excellent interpersonal and communication skills

  • Comprehensive industry and technical knowledge

  • Able to work in a structured, efficient manner, using support staff where necessary

What makes you stand out:

  • Qualified to Chartered Status with CII

  • Pension Transfer Specialist qualified

  • Knowledge of Intelliflo

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Similar Jobs

Qualcomm - GPU Performance Engineer

Qualcomm

Hsinchu, Hsinchu City, Taiwan (On-Site)
1 Month ago
warner bros games - Sr Analyst FP&A

warner bros games

Mexico City, Mexico City, Mexico (Hybrid)
5 Months ago
Scopely - Principal Animator - Unannounced Project

Scopely

England, United Kingdom (Hybrid)
5 Months ago
e2 open - Research Engineer

e2 open

China (On-Site)
3 Months ago
Techland - Senior Cinematic Artist

Techland

Wrocław, Lower Silesian Voivodeship, Poland (On-Site)
6 Months ago
HP - Senior Financial Analyst - Statutory Centre of Excellence

HP

Bengaluru, Karnataka, India (On-Site)
1 Month ago
PwC - IN_Manager_ Financial Due Diligence_Transaction services_Advisory_Mumbai

PwC

Mumbai, Maharashtra, India (On-Site)
3 Weeks ago
Palo Alto Networks - Financial Solutions Specialist

Palo Alto Networks

Santa Clara, California, United States (On-Site)
1 Month ago
Ubisoft - Treasurer - Cash Management & Financial Risks (M/F/NB)

Ubisoft

Paris, Île-de-France, France (Hybrid)
3 Weeks ago
CookUnity - Head of FP&A

CookUnity

New York, United States (Hybrid)
3 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

WerPlay - Video Editor

WerPlay

Islamabad, Islamabad Capital Territory, Pakistan (On-Site)
3 Weeks ago
CD PROJEKT RED - Senior IT Cloud Engineer

CD PROJEKT RED

Warsaw, Masovian Voivodeship, Poland (Hybrid)
1 Month ago
GoMotive - Finance Manager - IPOR - System Admin

GoMotive

United States (Remote)
2 Months ago
The E.W. Scripps Company - Account Executive, KMGH - Hybrid

The E.W. Scripps Company

Denver, Colorado, United States (Hybrid)
3 Weeks ago
Nice - Jr. Cloud Ops Engineer

Nice

Atlanta, Georgia, United States (On-Site)
1 Month ago
Lionbridge Games - Global Account Director

Lionbridge Games

(Remote)
5 Months ago
GoTo Group - Product Operations Lead

GoTo Group

Jakarta, Indonesia (On-Site)
7 Months ago
Synechron - Senior Murex Batch Support Engineer

Synechron

Pune, Maharashtra, India (On-Site)
2 Months ago
Netflix - Manager, Protective Services

Netflix

Los Angeles, California, United States (On-Site)
6 Months ago
kaizen gaming  - Agile Delivery Lead

kaizen gaming

Athens, Greece (Hybrid)
2 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Glasgow, Scotland, United Kingdom

Autodesk - Enterprise Sales Executive UK/I – Public Sector & Utilities

Autodesk

United Kingdom (Remote)
3 Weeks ago
GoMotive - UK SDR Associate Manager

GoMotive

United Kingdom (Hybrid)
3 Months ago
Outplay - Product Marketing Manager

Outplay

Dundee, Scotland, United Kingdom (Hybrid)
5 Months ago
Addepar - Senior Portfolio Data Engineer

Addepar

Edinburgh, Scotland, United Kingdom (On-Site)
2 Months ago
DevRev - Applied AI - Customer Technical Architect

DevRev

United Kingdom (Remote)
1 Month ago
Sumo logic - Sales Development Representative II (German Speaking)

Sumo logic

London, England, United Kingdom (Hybrid)
1 Month ago
Lunar animation studios - Lighting and Compositing Artist

Lunar animation studios

Sheffield, England, United Kingdom (On-Site)
3 Months ago
Square - MEP Cost Manager

Square

London, England, United Kingdom (On-Site)
4 Weeks ago
playground - Senior Cinematic Animator

playground

Royal Leamington Spa, England, United Kingdom (Hybrid)
3 Months ago
Motorola solutions - Senior Software Engineer – Front End

Motorola solutions

Leicester, England, United Kingdom (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

Financial Analysis Jobs

Apple - AppleCare Pricing Analyst

Apple

Sunnyvale, California, United States (On-Site)
2 Months ago
Tesla - EMEA Financial Controller - Nordics

Tesla

Køge, Denmark (On-Site)
6 Months ago
Gree - Financial Strategy Staff (Corporate Planning)

Gree

Tokyo, Japan (Hybrid)
1 Month ago
CAE - Financial Analyst for Bids and proposal

CAE

Montreal, Quebec, Canada (On-Site)
2 Months ago
Palo Alto Networks - Financial Solutions Specialist

Palo Alto Networks

Santa Clara, California, United States (On-Site)
1 Month ago
PwC - Senior Manager Transfer Pricing

PwC

Luxembourg (On-Site)
2 Months ago
Apple - Financial Analyst

Apple

Sunnyvale, California, United States (On-Site)
2 Months ago
Open Systems Technologies - Financial Analyst

Open Systems Technologies

Dublin, County Dublin, Ireland (Hybrid)
3 Weeks ago
Accenture - Financial Plan & Analysis Analyst

Accenture

Gurugram, India (On-Site)
1 Month ago
PwC - Deals | Senior Manager and Manager Financial Due Diligence

PwC

Madrid, Community Of Madrid, Spain (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

Richmond, Virginia, United States (Hybrid)

Mexico City, Mexico (Hybrid)

Gurugram, Haryana, India (Hybrid)

Singapore (Hybrid)

Pune, Maharashtra, India (Hybrid)

Munich, Bavaria, Germany (Hybrid)

Bristol, England, United Kingdom (Hybrid)

Lisbon, Lisbon, Portugal (Hybrid)

Frankfurt Am Main, Hessen, Germany (Hybrid)

View All Jobs

Get notified when new jobs are added by Marsh McLennan

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug