Financial Consultant

4 weeks ago

Edinburgh, United Kingdom abrdn Full time

Job Description

At abrdn, our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

abrdn Financial Planning Ltd helps people throughout the UK plan for their financial futures with our financial planning and advice services, and digital investing products. Everything we do is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals.

About the role

If you are an experienced, level 4 qualified Paraplanner interested in combining that expertise with delivery of advice or an Adviser who writes your own suitability reports then our Financial Consultant opportunity could be for you.

This Financial Consultant position will be based in our Edinburgh, Glasgow, Leeds, Manchester or London offices and will have responsibility for building and maintaining great relationships to deliver high quality financial planning and paraplanning for a large portfolio of clients.

If you would like a role that combines advice and para-planning/suitability report writing for an established portfolio of clients, whose advice you can deliver remotely and which comes with a competitive salary and benefits, all as part of the financial planning team at abrdn, then we’d love to hear from you.

Key Outputs:

Manage a very large portfolio of clients (upwards of 140) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis

Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships

Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures

Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank

Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed

Build links with the clients’ other professional advisers to help the client meet their needs

Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation

Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues

No line management responsibilities

To be successful in this role you will:

Effectively manage competing priorities such as client meetings and report delivery.

Ensure delivery of quality solutions, whilst adhering to processes and systems that have been put in place to protect our clients, our teams and our business

Understand our client's needs and requirements with comprehension of how our propositions meet these to be able to deliver value for both clients and the business

Have strong influencing and communication skills to build and maintain trusted, strong relationships with clients to aid retention and introductions which generate value for clients and the business

Build knowledge of the markets, competitors, products, services, trends, impacting forces and factors that make up the industries which we operate in

Develop a network with clients’ professional advisers to help the client achieve their objectives

Motivate and support colleagues to drive towards one culture, common beliefs and values

Minimum candidate requirements:

Diploma in Regulated Financial Planning

Strong background in Paraplanning with proven report writing experience.

Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to submit an application to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

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