Financial Adviser

3 weeks ago


Aberdeen, Aberdeen City, United Kingdom Major Recruitment Full time
Job Description

Location: Bridge of Don

Role: Financial Adviser

Requirements: Qualified to Level 4 - Diploma in Regulated Financial Planning

Contract: Permanent

Duties:

An exciting opportunity has arisen to join our highly established and reputable client as a Financial Adviser.
To work with private individuals and business owners 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/existing contacts 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.

  • Contacting existing and/or potential clients to offer financial planning services.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements.
  • Completing analyses of clients' attitude to risk in accordance with their financial planning decisions.
  • Participating in monthly marketing meetings and strategies for business development.

Hours: Monday - Thursday 08:30am - 17:00pm and Friday 08:30am - 13:00pm

Salary: £50K - £70K with bonus

Expectation to work from Fraserburgh Office 2 x days per week

Please contact to discuss directly.

INDFS


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