Financial Planner - West Scotland

MG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group.

As a Financial Planner you will be joining an ambitious and fast growing business.

1. New owners have big plans through growth and expansion.
2. You will be a Financial Planner with your own client portfolio of c £30 m+ that will follow you and for which you will be handsomely rewarded (covenant periods will be honoured).
3. Our client will pay above market for the right people – nothing off the table!
4. Partnership and equity stake in the business offered with significant six figure potential.
5. All Admin and paraplanning support provided.
6. Can be based anywhere in Scotland.

To be considered for this outstanding Financial Planner opportunity you will need the following skills and experience:

1. You will be at least Diploma/Dip PFS qualified and ideally be a Chartered Financial Planner or progressing towards.
2. You will have a personal portfolio of clients, £30m+.
3. You will have very strong client relationship and business development skills.
4. Knowledge and experience in pensions, investments, protection, taxation planning & trusts.

Our client is a modern, dynamic and fast growing private wealth and investment group with 400 employees.

£20bn of client assets with plans to grow to £50bn.

Clients include individuals, business owners, professional partners, and families.

Financial planning is front and centre of future strategy.

Is this you? This is a unique opportunity to take a major step forward with your career and join this outstanding organisation.