Financial Planner

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

Job summary

A wealth management firm in Scotland is seeking a Financial Advisor to provide comprehensive financial planning services to high-net-worth clients. The ideal candidate will have Level 4 qualifications and relevant client-facing experience, with responsibilities including managing an existing client bank and generating new business. The position mainly requires office attendance.

Benefits

Bonus structure

Benefits package

Qualifications

• Recently or newly qualified Advisors within the wealth management sector.
• Minimum Level 4 qualifications in financial planning.
• 12-18 months of client-facing experience.

Responsibilities

• Providing advice across the full spectrum of financial planning.
• Inheriting and servicing an existing client bank, including review work.
• Dealing with new business leads.
• Generating revenue through networking and referrals.

Job description

£50,000 to £65,000 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.

You will be responsible for:

1. Providing advice across the full spectrum of financial planning
2. Inheriting and servicing an existing client bank, including review work
3. Dealing with new business leads
4. Generating revenue through networking and referrals

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

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.