Job description

  • Location:
  • Department:
    Financial Planning Team
  • Division:
    IWI Financial Planning
  • Employment Type:
    Full time
  • Salary:

Associate Financial Planning Director/Financial Planning Director (6062)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Financial Planner, Glasgow

Our Glasgow office comprises a mix of financial advice, investment management and support. The current split is 2:11 between client-facing financial advisers and investment managers and our plan is to grow the advice capability over the coming years. You will join a team of 4 financial planners and paraplanners and work with a wide range of different people across the office.

We are looking for someone who is excited about the prospect of joining a growing part of our business, and who is passionate about financial planning.

What will you be doing?

Key Client Relationship Manager for Wealth Advisory Services. Responsible for provision of regulatory investment advice, bespoke to client needs, which includes undertaking the following tasks:

  • Objective and goal Setting
  • Gathering KYC Information
  • Cashflow Modelling
  • Securing commercially viable new business growth and long term organic growth of assets under influence
  • Provision of on-going service including Annual Review
  • Maintaining on-going client relationship

What are we looking for?

  • Demonstrable experience as a Financial Planner
  • Knowledge of relevant legislation and regulatory requirements, and maintenance of this
  • Interpersonal Skills including:
    • Questioning to obtain relevant sensitive information
    • Securing the business and relationships
    • Good networking skills and ability to identify seize growth opportunities
    • Excellent presentation skills
    • Strong desire to drive good client outcomes that are both commercial and regulatory compliant.
    • Building and maintaining strong relationships with key stakeholders in the business
  • Strong team ethic and desire to develop the next generation
  • Strong alignment to One Investec and our culture and values


Close map
4th Floor, 5 George Square, Glasgow, Scotland, G2 1DY

Meet the recruiter

Louise Radcliffe


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance