Financial Planner

Reed; Inverurie; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Inverurie is seeking an experienced Financial Planner to join their growing team. In this role, you will provide clients with financial advice, manage an established client portfolio, and develop tailored financial plans. The ideal candidate will have a proven track record as a Financial Planner and relevant financial certifications. This position offers a competitive salary, a supportive working environment, and opportunities for professional development.

Benefits

Competitive salary

Hybrid working

28 days holidays + Bank holidays

Pension & benefits package

Study support towards further professional qualifications

Qualifications

• Proven experience as a Financial Planner with a strong track record of success.
• Ability to build and maintain strong client relationships.

Responsibilities

• Provide comprehensive financial advice to clients.
• Manage and grow an existing client portfolio.
• Stay up to date with financial markets and products.
• Develop tailored financial plans for clients.

Skills

Excellent communication skills

Interpersonal skills

Client relationship management

Education

Relevant financial qualifications and certifications

Job description

Overview

Join a Growing Team in Aberdeen as an Experienced Financial Planner!

Are you a seasoned Financial Plannerlooking for a new challenge? Do you thrive in dynamic environments and have a passion for helping clients achieve their financial goals? If so, we have the perfect opportunity for you!

Our client is a rapidly expanding financial services business dedicated to providing top-notch financial advice and solutions to their diverse client base. Their commitment to excellence and client satisfaction has fuelled their growth, and they are now looking to add an experienced Financial Adviser to their team.

What They Offer

• Client Bank Provided: Hit the ground running with an established client base
• Competitive Salary & Benefits: Enjoy a rewarding compensation package that reflects your expertise
• Professional Development: Access to ongoing training and career advancement opportunities
• Supportive Team Environment: Collaborate with a team of dedicated professionals in a positive and inclusive workplace

Key Responsibilities

• Provide comprehensive financial advice to clients, helping them achieve their financial objectives
• Manage and grow an existing client portfolio, ensuring high levels of client satisfaction and retention
• Stay up to date with financial markets and products to offer informed advice
• Develop tailored financial plans and investment strategies for clients

Requirements

• Proven experience as a Financial Planner with a strong track record of success
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Relevant financial qualifications and certifications

On Offer

• Highly competitive salary DOE+ bonus on recurring income and new business
• Established Client Bank
• Hybrid working
• 28 days holidays + Bank holidays (3 BH can be flexible)
• Supportive and friendly working environment
• Study support towards further professional qualifications
• Pension & benefits package including Death in Service, Bupa Cash Plan, Healthcare and PMI

Why JoinOur Clients Team?

They value their employees and believe in fostering a culture of growth and success. If you are ready to take your career to the next level and make a significant impact, they want to hear from you!

Apply Now

Submit your CV and take the first step towards an exciting new career. For a confidential chat, please contact Pauline Low at Reed on .