Financial Planner

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

Job summary

A wealth management firm in Aberdeen City is seeking a Financial Advisor. This role involves providing diverse financial planning advice and managing an existing client bank. Successful candidates will have at least a Level 4 qualification and a minimum of 12-18 months of client-facing experience. The position offers a salary between £50,000 to £65,000 plus benefits and bonus, with most meetings held in-office.

Qualifications

• Minimum 12-18 months client facing experience.
• Recently / newly qualified Advisors are preferred.

Responsibilities

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

Skills

Financial planning

Client relationship management

Networking

Education

Level 4 qualification

Job description

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 –

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

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