Financial Planner / Adviser

Thistle Rose Recruitment; Elgin; Hybrid; GBP 38,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Competitive salary package

Job summary

Thistle Rose Recruitment is seeking a qualified Financial Planner or Financial Adviser for a Moray, Scotland role. The position offers flexible working arrangements and a competitive salary based on experience, with an established client base and ongoing professional development.

You will provide holistic financial planning and advice, manage client relationships, and work closely with paraplanning and administration teams to deliver comprehensive financial solutions.

Qualifications

• Level 4 qualification in regulated financial planning is required or highly desired.
• Experience as Financial Planner/Adviser or Independent Financial Adviser.
• Competent Adviser Status and current Statement of Professional Standing.

Responsibilities

• Manage and develop relationships with existing clients.
• Provide advice across pensions, Investments, protection and retirement planning.
• Understand client circumstances, objectives and future plans.
• Prepare and present suitable financial planning recommendations.
• Conduct regular client reviews and maintain accurate records.
• Identify opportunities to support clients in additional areas of financial planning.
• Develop new business through referrals and professional relationships.
• Collaborate with paraplanning and administration teams.

Skills

Relationship management

Client-focused

Communication skills

Financial planning knowledge

Education

Level 4 qualification in regulated financial planning (DipPFS)

Job description

FINANCIAL PLANNER / FINANCIAL ADVISER
Location: Moray, Scotland
Salary: Competitive, dependent on experience
Working Arrangements: Flexible working available

An established and growing financial planning business in Moray is looking to appoint a qualified Financial Planner or Financial Adviser due to continued expansion.

This is an excellent opportunity to join a supportive business with an established client base and plenty of clients ready to be looked after. You will have the opportunity to build strong, long term relationships while continuing to grow and develop your career within the business.

THE ROLE

You will provide holistic financial planning and advice to a varied portfolio of clients, helping them make informed decisions about their financial future.

Your responsibilities will include:

• Managing and developing relationships with existing clients
• Providing advice across pensions, investments, protection and retirement planning
• Understanding each client's circumstances, objectives and future plans
• Preparing and presenting suitable financial planning recommendations
• Conducting regular client reviews and maintaining accurate records
• Identifying opportunities to support clients across additional areas of financial planning
• Developing new business through referrals and professional relationships
• Working closely with the wider financial planning, paraplanning and administration teams

ABOUT YOU

The successful candidate will ideally have:

• A Level 4 qualification in regulated financial planning, such as DipPFS or an equivalent qualification
• Experience working as a Financial Planner, Financial Adviser or Independent Financial Adviser
• Competent Adviser Status and a current Statement of Professional Standing
• Strong knowledge of pensions, investments and protection
• Excellent communication and relationship building skills
• A client focused and professional approach
• The ability to manage an existing client portfolio while supporting continued business growth

Level 6 or Chartered Financial Planner status would be highly advantageous, although applications are welcomed from Level 4 qualified advisers who are keen to continue developing towards Chartered status.

THE OPPORTUNITY

• An established portfolio of clients to work with
• Flexible working arrangements
• Support from experienced paraplanning and administration teams
• Continued professional development and support towards Chartered status
• The opportunity to grow alongside an expanding business
• A competitive salary and benefits package based on experience

This opportunity would suit an experienced Financial Planner or Financial Adviser looking to join a growing and supportive business where they can develop their career while building lasting client relationships.