Financial Planner – Glasgow / Edinburgh

Marsh(2 months ago)

HybridFull TimeMedior$81,312 - $108,685 (estimated)Private Wealth

About this role

Mercer Private Wealth is hiring a Financial Planner in Scotland (Glasgow/Edinburgh) to take over an established client base while developing new business opportunities. The role sits within a global professional services organization focused on wealth, retirement, and investment outcomes for individuals and organizations.

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Required Skills

Financial Planning
Client Advisory
Wealth Management
Advice Reports
Regulatory Compliance
New Business Development
Client Relationship Management
Budget Management
Treating Customers Fairly
Training Needs Analysis

+3 more

Qualifications

CII Statement of Professional Standing (SPS)
CII Chartered Status
Pension Transfer Specialist Qualification

About Marsh

marshmclennan.com

Marsh is a global leader in risk, reinsurance, and consulting services, dedicated to helping organizations navigate complex risks and develop strategies for success. With a strong emphasis on risk management, talent development, and strategic consulting, Marsh provides expert solutions tailored to the diverse needs of its clients. The company leverages its extensive expertise in capital, people, and consulting to empower businesses to thrive in competitive environments. Through its innovative approach and comprehensive services, Marsh is committed to building resilient organizations.

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