Financial Advisor

1 month ago


Aberdeen, United Kingdom Eden Scott Full time

Role purpose:

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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