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Brewin Dolphin

Financial Planner - Glasgow

Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

 

We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

 

It can be difficult for clients to see beyond the everyday demands of work and family life and take the time to look at their finances in a structured way. Our experienced financial planners help clients to develop a sound strategy for managing their affairs and safeguarding their long-term wealth.

 

As little as an hour with an expert financial planner can help clients to start building a solid financial plan. After they gain a clear understanding of a client’s circumstances and objectives, they will put together a detailed, personalised plan. The financial planning service spans a number of areas including: retirement/pension planning, protection (a range of financial products, such as life assurance, income protection and critical illness cover), guidance on estate planning, and tax-efficient ways of investing. Our many decades of experience mean we can help clients achieve their goals in both favourable and more challenging economic climates.

 

We are recruiting for a Financial Planner in our Glasgow office.

 

Job Summary:

  • Understands and complies with regulations and principles applying to the role and BD policies and procedures
  • Adheres to Conduct Risk standards
  • Provision of regulated advice across all standard licenced areas.
  • Developing and maintaining existing client relationships whilst further increasing business from existing investment management clients and with the generation of new clients.
  • This list is not exclusive and there may be additional duties to perform.

 

Core Role Requirements:

 

  • In-depth knowledge of all Financial Planning topics. An in-depth understanding of complex advice areas.
  • Provision of regulated advice across all standard licenced areas.
  • Meets FCA qualification and BD internal requirements for authorisation to provide advice in complex areas.
  • Proactively networks through seeking opportunities with current, new and potential clients and business referrers
  • Able to support business development events.
  • Supports more junior team members as required and where managing, delegates tasks effectively, provides feedback and is active in supporting others’ development.
  • Contributes to team/office Financial Planning meetings.
  • Independently and confidently manages the client advice relationship to ensure engagement opportunities to develop client acquisition.
  • In depth product knowledge and excellent presentation skills. Minimum 5 years’ experience in an advisory role.
  • Meets and works to exceed targets for business growth

 

Qualifications:

 

  • Has attained CII Level 6 Advanced Diploma or equivalent.

  • Maintains SPS in line with professional body requirements.

 

Attributes/Skills:

 

  • Accuracy, numeracy, attention to detail

  • Clear and concise communication skills – oral and written

  • Ability to meet deadlines/work within restricted timescales

  • Flexible and reliable team member

  • Ability to work on own initiative to achieve required results  

  • Collaborative and inclusive approach to work

  • Demonstrates the Brewin Dolphin Values

Apply Now

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