Financial Advisor

4 weeks ago


Aberdeen, United Kingdom Eden Scott Full time

Role purpose: If you are interested in applying for this job, please make sure you meet the following requirements as listed below. To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser. Knowledge and experience:

  • Level 4 qualified
  • Competent Adviser Status (CAS)
  • Previous advice experience required
  • Use of Financial Analytics, Voyant and other software

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