Senior Adviser (Aberdeen)

IDEX Consulting; Aberdeen City; On-site; GBP 40,000 - 80,000; Full time

Job summary

An exciting opportunity has arisen to join a top 10 accountancy practice in Aberdeen as a Senior Financial Adviser. In this role, you will closely collaborate with partners to deliver exceptional financial advice to a diverse client bank. You will benefit from comprehensive back-office support and paraplanning services, allowing you to focus on building strong client relationships and providing tailored financial planning solutions. Your expertise in pensions, investments, and taxation will be crucial as you navigate the regulatory landscape and ensure compliance with FCA rules. This role offers a competitive salary and bonus package, making it a fantastic opportunity for a driven financial professional.

Qualifications

• Strong understanding of FCA rules and regulations is essential.
• Proven ability to provide financial planning advice and maintain client relationships.

Responsibilities

• Provide financial advice and support to clients while adhering to FCA regulations.
• Analyze client information and make appropriate financial recommendations.

Skills

Financial Conduct Authority regulations

Interpersonal skills

Client servicing skills

Technical knowledge of pensions

Technical knowledge of investments

Technical knowledge of taxation

Estate planning

Job description

A brand new opportunity to join this top 10 accountancy practice in Aberdeen as a Senior Financial Adviser.

You will work closely with the partners and give financial advice to their current client bank.

You will receive full back office support and paraplanning services.

You will be responsible for:

• Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations
• Identifying and establishing contact with potential clients
• Working collaboratively with the supporting team
• Gathering and analysing information required to provide financial planning advice
• Reviewing client's circumstances regularly in adherence with internal procedures and making appropriate recommendations
• Completing all administration in a timely and accurate manner in line with the guidelines
• Satisfying the regulatory CPD thresholds and keeping up to date with all compliance matters and Conduct Rules
• Creating and maintaining appropriate business relationships
• Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others
• Up to date knowledge of FCA Regulations
• Excellent interpersonal and client servicing skills

In return you will receive a generous basic salary and bonus package.