Cross Resourcing

Financial Planning Consultant

Cross Resourcing  •  Glasgow, GB (Onsite)  •  4 months ago
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Job Description

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.

Cross Resourcing

About Cross Resourcing

Welcome to Cross Resourcing, your Edinburgh-based recruitment experts specialising in professional services. We are committed to building strong relationships and providing tailored recruitment solutions that connect exceptional talent with innovative organisations.

Our Approach:

At Cross Resourcing, we understand that each client and candidate has unique needs and aspirations. Our bespoke recruitment services are designed to meet these individual requirements across diverse sectors, including Office Services, Property & Legal, Accountancy & Finance and HR & Recruitment.

With over 40 years of combined experience, our dedicated team prioritises genuine connections and strives to be the preferred resource for both employers seeking top talent and individuals embarking on new career paths.

Our Commitment:

Whether you are a small business, a global corporation, or a non-profit organisation, we are here to support your recruitment journey every step of the way. From identifying the perfect candidate to guiding you through the entire process, we ensure a seamless and positive experience that exceeds your expectations.

Partner with Us:

Unlock your team's full potential or discover exciting new career opportunities with Cross Resourcing.

Contact us today to learn more about how we can help you achieve your recruitment and career goals.

Contact us on:

T | 0131 376 3376

E | hello@crossresourcing.co.uk

W | www.crossresourcing.co.uk

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Edinburgh, GB
Year Founded
2020
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