Financial Adviser

Capio Recruitment Limited; Aberdeen City; On-site; GBP 45,000 - 100,000; Full time

Benefits offered by this job

Allocated client portfolio

New business bonus 30%

Share scheme

Flexible working

Job summary

Capio Recruitment Limited is seeking an experienced Financial Adviser for Aberdeen to manage an established client portfolio from day one. The role offers a formula-based bonus with warm introductions through corporate partnerships, plus the potential for a company share scheme and autonomous scheduling.

You will deliver holistic reviews, grow assets under management, and capitalise on a ready-made client base within a national wealth planning firm.

Qualifications

• DipFA or equivalent
• Demonstrated experience advising private clients on investments, pensions and holistic wealth planning
• Strong commercial mindset with proven relationship management and client loyalty
• Ability to grow an allocated client book through proactive relationship development

Responsibilities

• Inherit and manage an allocated client portfolio from retiring advisers and acquisitions, providing established recurring fee base and stability from day one
• Deliver comprehensive holistic financial reviews across your portfolio and identify planning opportunities
• Engage with corporate workplace members nearing retirement via national employer partnerships for warm leads
• Drive organic client acquisition through your network and client introductions with a transparent 30% first-year bonus structure

Education

Level 4 Diploma in Regulated Financial Planning (DipFA, DipPFS or equivalent)

Job description

Financial Adviser – Aberdeen

Salary: Circa £75,000 (flexible between £45,000 and £100,000 based on experience and client following)

• Benefits: Allocated client portfolio provided from day one, Formula-based bonus structure including 30% new business bonus in year one with no validation threshold, Opportunity to participate in company share scheme, Autonomy over working patterns

About the Company:

An established national wealth planning firm supporting over 160 advisers across the UK, recognised for its professional culture and exceptional adviser retention. Supported by a consistent acquisition strategy that integrates multiple advice practices each year, the firm provides incoming advisers with ready-made client allocations alongside extensive workplace financial education relationships with prominent UK employers.

Role Summary:

If you are an established adviser in Aberdeen or Inverness, you may be seeking the ideal balance between initial book stability and genuine commercial freedom. This role provides an immediate, acquired client portfolio alongside warm introductions through major corporate workplace partnerships, pairing strong income certainty with full schedule autonomy and a transparent, unvalidated bonus from your first day.

Key Responsibilities:

• Inherit and manage an allocated client portfolio from retiring advisers and completed acquisitions, giving you an established recurring fee base and immediate account stability from day one.
• Deliver comprehensive holistic financial reviews across your portfolio, allowing you to uncover unaddressed planning opportunities and expand your personal assets under management.
• Engage with corporate workplace members approaching retirement through established national employer partnerships, offering you direct access to high-quality warm leads without cold outreach.
• Drive organic client acquisition through your professional network and client introductions, providing you with clear control over your earnings through an unvalidated 30% first-year bonus structure.

Requirements:

• Level 4 Diploma in Regulated Financial Planning (DipFA, DipPFS or equivalent).
• Demonstrated experience advising private clients on investments, pensions, and wider holistic wealth planning.
• Strong commercial mindset with proven relationship management ability and evidence of client loyalty.
• Appetite and capability to grow an allocated client book through proactive relationship development.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Wealth Manager, Financial Planner, Independent Financial Adviser, Chartered Financial Planner, Private Client Adviser

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.