Financial Advisor

Johnstongreer; Aberdeen City; On-site; GBP 50,000 - 65,000; Full time

Job summary

JohnstonGreer Ltd. in Aberdeen, United Kingdom, seeks an experienced Independent Financial Advisor to service an existing private client portfolio, focusing on Retirement, Investments, IHT and Tax.

You will work office-based with occasional travel, have a minimum Level 4 qualifications and at least 2 years as an Advisor; the role offers £50,000-£65,000 salary plus benefits and a bonus (OTE £80,000+).

Qualifications

• Level 4 qualifications required.
• At least 2 years as an Advisor in the wealth management sector.

Responsibilities

• Deliver advice across Retirement, Investments, IHT and Tax.
• Maintain relationships with the existing client portfolio.
• Cultivate and maximise introductions made internally.

Education

Level 4 qualifications

2+ years as an Advisor

Job description

£50,000 to £65,000 plus benefits and bonus (OTE £80,000 plus)

Independent Financial Advisor required by this wealth management firm that provides individual advice to HNW private clients and their families. The focus of the role is the servicing of the existing clients and the recurring income.

With a strong reputation in the market, the business continues to grow through a combination of organic client referrals and strategic introducer relationships. As part of its ongoing expansion, the firm is seeking an experienced Financial Planner to join its team.

Dealing predominately with private client work you will –

• deliver advice across the full spectrum of financial planning including Retirement, Investments, IHT and Tax
• maintain relationships with the existing client portfolio
• cultivate and maximise introductions made internally
• work office based with occasional travel to other locations

Candidates will be experienced Advisors within the wealth management sector with minimum Level 4 qualifications. You will have at least 2 years as an Advisor or possibly more and you will demonstrate resilience and focus to succeed in this client rich role.

Financial Advisor • Aberdeen, United Kingdom