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Financial Advisor

4 months ago

Aberdeen, United Kingdom Eden Scott Full time
Role purpose:nTo 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.nA 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:nLevel 4 qualifiednCompetent Adviser Status (CAS)nPrevious advice experience requirednUse of Financial Analytics, Voyant and other software