Financial Planner - Aberdeenshire

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

Job summary

A leading wealth management firm in Aberdeen seeks a Financial Planner to join their team due to business growth. The role involves providing comprehensive financial advice, servicing an existing client base, and handling new business opportunities. Ideal candidates are newly qualified Advisors with Level 4 qualifications and relevant client experience.

Qualifications

• Recently/newly qualified Advisors with minimum Level 4 qualifications.
• 12-18 months client-facing experience required.
• Strong relationship management and financial planning skills.

Responsibilities

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

Skills

Client Relationship Management

Financial Planning

Networking

Education

Level 4 Financial Qualification

Job description

Financial Planner£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.If you are interested in this position click the apply button below or you can email your details [e-mail] is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.