Financial Planner

Aberdein Considine Wealth Ltd; Aberdeen City; On-site; GBP 40,000 - 70,000; Full time

Job summary

Aberdein Considine Wealth Ltd in Aberdeen offers an autonomous Financial Planner role with strong team support. You’ll manage a client bank, perform annual reviews, and provide holistic planning across pensions, tax, estates and investments.

You’ll also grow the practice through referrals and collaborate with paraplanning and admin teams for a seamless client experience. The ideal candidate holds the CII Level 4 Diploma and aims for Chartered status, with a client‑centric mindset and a track

Qualifications

• CII Level 4 Diploma or equivalent required.
• Proven experience as a Financial Planner.
• Strong technical knowledge across holistic financial planning.
• Collaborative approach and commitment to exceptional client service.
• Drive to manage and grow client relationships.
• Willingness to work towards Chartered status.

Responsibilities

• Provide independent financial advice to clients.
• Own and manage an established client bank with annual reviews.
• Guide pensions, tax planning, estate planning and investments.
• Generate new business through referrals and business development.
• Collaborate with paraplanning and admin teams to deliver a seamless client experience.

Skills

Proven experience

Holistic financial planning

Client relationships

Collaborative approach

Growth mindset

Business development

Education

CII Level 4 Diploma in Regulated Financial Planning

Chartered status (working towards)

Job description

Financial Planner

Aberdeen Role Description: Join our established firm where you'll have the autonomy to build meaningful, long‑term client relationships while being supported by a collaborative team. We're not just about numbers – we're about delivering exceptional outcomes and making a real difference to our clients' financial futures.

What You'll Do

Working in our Aberdeen office, serving clients in Aberdeen and across Aberdeenshire, you'll provide comprehensive, independent financial advice that truly adds value. You'll take ownership of an established client bank, conducting insightful annual reviews and helping clients navigate everything from pensions and tax planning to estate planning and investment strategies.

In addition to managing clients, you'll generate new business through referrals and business development while working alongside our paraplanning and admin teams to deliver a seamless client experience.

What We're Looking For

Essential

• CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Proven experience as a Financial Planner
• Strong technical knowledge across holistic financial planning
• A collaborative approach and commitment to exceptional client service
• The drive to manage and grow your client relationships
• Willingness to work towards Chartered status

Desirable

• Chartered Financial Planner status (or working towards it)

Ready to Take the Next Step?

If you're passionate about financial planning and want to join a firm that values professionalism, technical excellence, and genuine client care, we'd love to hear from you.

Email your CV to: [e-mail] (No agencies, please)

Aberdein Considine Wealth Ltd (AC Wealth) is authorised and regulated by the Financial Conduct Authority, FRN 1012486. Company number SC720631. The FCA does not regulate tax planning, Wills or Trusts. The value of investments can fall as well as rise. The information on this site is intended to be of general interest only and should not be considered as an offer, investment recommendation or solicitation, or advice to engage with any financial instruments. This website is intended for UK audiences only.