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IFA Client bank provided (Aberdeen)

TN United Kingdom

Aberdeen City

On-site

GBP 40,000 - 80,000

Full time

Yesterday
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Job summary

An established industry player in Aberdeen is seeking a qualified Financial Adviser to join their successful IFA practice. In this salaried position, you will take over an existing portfolio while receiving referrals and support to create new business development opportunities. With a generous salary and commission package, this role offers excellent back-office support, including high-quality paraplanning. If you are ready for a new challenge and have a passion for financial advising, this opportunity is perfect for you.

Qualifications

  • Qualified Financial Adviser with experience in managing client portfolios.
  • Strong background in business development and client relationship management.

Responsibilities

  • Manage existing clients and increase the portfolio.
  • Create new business development opportunities and utilize referrals.

Skills

Financial Advising
Business Development
Client Management

Education

Financial Qualification

Job description

Job Description:

A new opportunity has arisen to join a well-established, successful IFA practice in Aberdeen to take over an existing portfolio.

You will receive referrals and utilize existing introducers while creating new business development opportunities. You will manage the existing clients and aim to increase the portfolio.

This is a salaried position with a full commission package on top of a generous basic salary.

You will receive excellent full back-office support, including high-quality paraplanning.

If you are a qualified Financial Adviser looking for a move, please apply.

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