Financial Planner - Build Trusted Client Relationships & Growth

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

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