Financial Adviser

4 months ago

Aberdeen, United Kingdom IDEX Consulting Ltd Full time

Are you an adviser who is newly qualified and don’t have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?


Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.


If you would like a role that will be given enormous support to establish yourself – I want to hear from you.


  • The role:


  • The Newly qualified/ Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks
  • You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered
  • Over the course of the first year you be given a large amount of clients to manage
  • You will deliver high quality financial planning achieving required 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 and tax, key processes, advice guidelines and compliance procedures
  • Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile
  • Build links with the clients’ other professional advisers to help the client meet their needs
  • Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues


You must be a minimum Level 4 qualified and have previously worked as an adviser or Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business


This is a unique opportunity not to be missed and will offer the gateway to full Financial Planning working alongside a highly experienced adviser.

  • Mortgage & Protection Adviser

    6 months ago

    Aberdeen, United Kingdom Albyn Associates Financial Management Full time

    Albyn Associates are a long standing firm of Financial Advisers in Aberdeen City Centre We are currently seeking a fully qualified Mortgage & Protection Adviser to join our team. **Job Description**: Existing client base already in place. Provide whole of market mortgage and protection advice in accordance with our company's compliance...

  • Independent Financial Adviser

    1 month ago

    Aberdeen, United Kingdom MI Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

  • Independent Financial Adviser

    1 month ago

    Aberdeen, United Kingdom MI Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

  • Independent Financial Adviser

    1 month ago

    Aberdeen, United Kingdom MI Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen. In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location. You will have a full IFA proposition, access to HNW and UHNW clients, typically...

  • UK Financial Adviser Expert

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Job Title: UK Financial Adviser ExpertEstimated Salary: £50,000 - £65,000 per annumJob DescriptionWe are seeking a skilled UK Financial Adviser Expert to join our team. As a key member of our financial advisory services, you will be responsible for providing expert advice on UK-specific financial products, pensions, and tax-efficient savings options.You...

  • Financial Adviser

    4 months ago

    Aberdeen, United Kingdom IDEX Consulting Ltd Full time

    Are you an adviser who is newly qualified and don’t have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Junior Financial Adviser

    5 days ago

    Aberdeen City, United Kingdom Idex Consulting Ltd Full time

    Are you an adviser who is newly qualified and don't have a decent client bank or a level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that will be given...

  • Financial Adviser, Uk Bank

    6 months ago

    Aberdeen, United Kingdom Paul Harper Search and Selection Full time

    We have been instructed by a large International Bank with a strong UK presence and leading wealth management division that is seeking a Financial Adviser in Aberdeen as a result of an internal promotion. It is seeking an engaging, enthusiastic and proactive individual to take on the role of lead Financial Adviser in 1-2 large branches in region,...

  • Independent Financial Adviser

    3 days ago

    Aberdeen City, United Kingdom Mi Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.

  • Independent Financial Adviser

    2 weeks ago

    Aberdeen City, United Kingdom Mi Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

  • MI Search | Independent Financial Adviser | aberdeen

    2 weeks ago

    Aberdeen, United Kingdom MI Search Full time

    Job DescriptionThis national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients,...

  • Mi Search | Independent Financial Adviser | Aberdeen

    1 week ago

    Aberdeen City, United Kingdom Mi Search Full time

    This national accountancy firm is currently seeking an Independent Financial Adviser to work out of their offices in Aberdeen.In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.You will have a full IFA proposition, access to HNW and UHNW clients, typically SME...

  • Senior Financial Adviser

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    Company Overview">IDEX Consulting is a leading consulting firm that offers high-quality financial services.We have an excellent team of experienced professionals who are dedicated to providing exceptional support to our clients.We are committed to helping individuals and businesses achieve their financial goals.

  • Senior Financial Planner

    7 days ago

    Aberdeen, Aberdeen City, United Kingdom MI Search Full time

    Job Title: Independent Financial AdviserAbout the Role:MI Search is seeking an experienced Financial Planner to join their team. As an Independent Financial Adviser, you will work with accountants to build and grow the financial planning practice within their Aberdeen office.Key Responsibilities:Building and growing a portfolio of clientsDealing with HNW and...

  • Financial Planning Specialist

    1 month ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    As a leading firm of Accountants and Business Advisers, Azets is seeking a highly skilled Financial Planning Specialist to join our team in the UK. This role will involve providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct thorough interviews with clients to understand their...

  • Financial Advisor

    6 months ago

    Aberdeen, United Kingdom Integrity Resource Solutions Full time

    **Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£40-50K OTE Year1), + Car Allowance, Homebased/Remote** **Locations: Aberdeen, Aberdeenshire** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients...

  • Financial Planning Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    The NJR Recruitment team is delighted to present an exciting opportunity for a skilled Financial Planning Administrator to join the established firm of St James Place. As a highly respected practice, they are seeking a dedicated individual to support their Financial Advisers in all aspects of administration. About the CompanySt James Place is a...

  • Financial Advisor

    6 months ago

    Aberdeen, United Kingdom Integrity Resource Solutions Full time

    **Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£40-50K OTE Year1), + Car Allowance, Homebased/Remote** **Locations: Manchester/ Warrington/ St Helens/ Widnes/ Runcorn** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer...

  • Financial Planner Assistant

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    We are seeking a highly skilled Financial Planner Assistant to join our team at NJR Recruitment. The ideal candidate will be responsible for providing administrative support to our Financial Advisers.This is an excellent opportunity for a career-driven individual looking to advance their skills in a dynamic and respected practice.

  • Career Advancement Financial Administrator

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom undisclosed Full time

    Are you looking to take your financial planning career to the next level? Idex Consulting is seeking a highly motivated and experienced professional to join our team as a Financial Planning Administrator.The Role:As a Financial Planning Administrator, you will play a key role in delivering high-quality financial planning services to clients while adhering to...