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Financial Planner - Aberdeenshire

JohnstonGreer Ltd

Aberdeen City

On-site

GBP 55,000 - 70,000

Full time

28 days ago

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An established industry player is seeking a skilled Financial Planner to join their dynamic team. This role offers the opportunity to provide tailored financial advice to high-net-worth clients, focusing on retirement, investments, inheritance tax, and trusts. With a strong emphasis on client relationship management and the potential for revenue generation through networking, this position is ideal for recently qualified advisors looking to advance their careers in a supportive environment. Join a firm that values professional growth and offers competitive compensation along with attractive benefits.

Recently qualified Advisors with minimum Level 4 qualifications.
12-18 months client-facing experience in wealth management.

Providing comprehensive financial planning advice.
Inheriting and servicing an existing client bank.

Financial Planning

Client Relationship Management

Networking

Level 4 Financial Qualification

Financial Planner

£55,000 to £70,000 plus benefits and bonus

Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.

Responsibilities:

Providing advice across the full spectrum of financial planning
Inherit and service an existing client bank including review work
Dealing with new business leads
Generating revenue through other networking and referrals

Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.

If you are interested in this position, click the apply button below or you can email your details to info@johnstongreer.co.uk.

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