Financial Advisor - Aberdeen

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

Benefits offered by this job

Bonus potential

Benefits

Job summary

JohnstonGreer Ltd. is seeking an experienced Financial Planner to service a growing private client portfolio. The role focuses on delivering holistic financial planning advice across retirement, investments, IHT and tax for high net worth clients, while maintaining relationships and leveraging internal introducers.

You will work from the office with occasional travel to other locations. The firm seeks candidates with minimum Level 4 qualifications and at least two years as an Advisor,

Qualifications

• Experience in private client wealth management
• Strong client service ethos and relationship building
• Knowledge of tax, IHT and retirement planning concepts

Responsibilities

• Provide comprehensive financial planning advice across retirement, investments, IHT and tax
• Maintain and grow an existing client portfolio
• Cultivate and maximise internal introductions to drive business
• Work in-office with occasional travel to other locations

Skills

Client relationships

Financial planning

Regulatory compliance

Education

Level 4 qualifications

Job description

Financial Planner

£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.