Financial Advisor

aaa Consulting; Aberdeen City; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Flexible working arrangements

Paraplanning support

Competitive salary and bonus structure

Job summary

Brimmond Financial Planning is seeking an experienced Financial Adviser to join their growing team in a role focused on managing an existing client bank while developing new business. You will deliver holistic financial planning across pensions, investments, and retirement planning with a client-first approach.

The successful candidate will work in a supportive, independent firm environment, with paraplanning and admin support and flexible working arrangements.

Qualifications

• Proven experience as a Financial Adviser.
• Strong relationship-building and communication skills.
• Solid knowledge of pensions, investments, and protection.
• Ability to manage client relationships independently.
• Professional, organised, and client-focused.
• Chartered status or working towards it.
• Experience within an independent financial planning firm.

Responsibilities

• Manage and develop an existing portfolio of clients.
• Build long-term relationships through regular reviews and ongoing support.
• Provide regulated advice across pensions, investments, and protection.
• Identify and generate new business through referrals and networking.
• Work closely with paraplanning and administrative teams.
• Ensure high standards of compliance and documentation.
• Contribute to the continued growth of the business.

Skills

Proven experience as Financial Adviser

Relationship-building

Communication skills

Pensions knowledge

Investments knowledge

Protection knowledge

Client management independently

Job description

We're pleased to be supporting Brimmond Financial Planning as they look to appoint an experienced Financial Adviser to join their growing team.

This is an excellent opportunity to manage and develop an existing client bank, while also building your own pipeline through new business activity. The role involves delivering holistic financial planning advice across pensions, investments, protection, and retirement planning, with a strong focus on long-term client relationships and service.

It would suit someone who values a professional, client-first approach and enjoys working within a supportive, independent firm environment.

Key Responsibilities

• Manage and develop an existing portfolio of clients
• Build long-term relationships through regular reviews and ongoing support
• Provide regulated advice across pensions, investments, and protection
• Identify and generate new business through referrals and networking
• Work closely with paraplanning and administrative teams
• Ensure high standards of compliance and documentation
• Contribute to the continued growth of the business

Candidate Profile

• Proven experience as a Financial Adviser
• Strong relationship-building and communication skills
• Solid knowledge of pensions, investments, and protection
• Ability to manage client relationships independently
• Professional, organised, and client-focused
• Chartered status or working towards it
• Experience within an independent financial planning firm

What's on Offer

• Competitive salary and bonus structure
• Existing client bank to manage and grow
• Full paraplanning and administrative support
• Flexible working arrangements
• Collaborative and supportive team environment