Financial Planning Consultant

Due to continued growth, our client a respected independent accountancy and business advisory firm operating across the North of England and Scotland is seeking a Financial Planning Consultant to join its Financial Planning Team based in Glasgow.

What you’ll do

• Understand client objectives and deliver tailored financial planning solutions
• Provide consistent, high-quality ongoing advice
• Drive business development by identifying and converting new prospects
• Maintain up-to-date technical knowledge relevant to the role
• Achieve individual revenue targets
• Build and expand professional networks through events and engagement

What you’ll need

• Full UK Driving Licence
• Minimum Level 4 Diploma in Financial Planning (Level 6 desirable)
• At least 2 years’ advisory experience in the financial services industry
• Strong understanding of COBS, COCON, and FCA Money Laundering regulations (SYSC)
• Basic awareness of related accountancy services (Audit, Tax, Insolvency, etc.)
• Excellent verbal and written communication skills
• Strong organisational and problem-solving abilities; able to work under pressure
• Good general IT skills
• High attention to detail, ensuring quality in all reporting

What you’ll receive

• Salary sacrifice with employer contributions, life cover (4x salary), and income protection
• Up to 26 days plus bank holidays, with the option to purchase up to 5 extra days
• Smart Working Policy to support home and remote working
• Health Shield Cash Plan (cashback on health services + lifestyle discounts)
• Access to online training
• Paid professional membership fees
• And more…

Whats next?

To find out more, contact us or apply via the link below.

Equal Opportunities

Cross Resourcing is committed to promoting equal opportunities for all, regardless of age, gender, race, disability, sexual orientation, religion or belief.