Financial Adviser

2 months ago

Aberdeen, United Kingdom Eden Scott Full time

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients.

In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients. An entire administrative team will be provided. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1/3rd face to face.To be considered you must be diploma 4 qualified (advanced exams not required but advantageous) along with having a proven track record within relationship management, advice across all areas of wealth. You will be passionate and an independent individual who is highly committed and truly goes the extra mile. In return you will be offered a rare chance to join them and be a part of an exciting time in their history. You will be rewarded with a highly competitive basic, pension and bonus package. This client base is key to their region so they know they need to attract the best.Our client is keen to interview/have initial discussions, so to express interest please submit your details asap to discuss this and potentially other roles in the market with Alison Curran

#J-18808-Ljbffr

  • Financial Adviser

    1 week ago

    Aberdeen, United Kingdom Truestar Talent Ltd Full time

    **Are you looking for a new career in 2023 !** What does your ideal Independent Financial Adviser (IFA) position look like? - **Would you like an existing High Net Worth client bank that you could further grow and develop?**: - **Providing holistic Financial Planner, putting your clients first?**: - **Working whole of market as a Financial Adviser?**: -...

  • Independent Financial Adviser

    2 weeks ago

    Aberdeen, United Kingdom Recruit UK Full time

    **Looking for an employed Financial Advisor position where you can service existing high net worth clients with full admin support?** Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company in Aberdeen. This is a UK wide company, offering financial planning and wealth management...

  • Financial Advisor

    1 week ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

  • Financial Advisor

    2 days ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsCheck you match the skill requirements for this role, as well as associated experience, then apply...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsIs your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsIs your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Financial Advisor

    1 week ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 days ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Job Description Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in Aberdeen, our top practices have...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in Aberdeen, our top practices have further expansion...

  • Trainee/Junior Financial Adviser

    1 week ago

    Aberdeen, United Kingdom IDEX Consulting Full time

    Are you an adviser who writes your own suitability reports or an experienced, 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 combines advice and...

  • Trainee/Junior Financial Adviser

    2 weeks ago

    Aberdeen, United Kingdom Idex Full time

    Are you an adviser who writes your own suitability reports or an experienced, 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 combines advice and...

  • Trainee/Junior Financial Adviser

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Idex Full time

    Are you an adviser who writes your own suitability reports or an experienced, 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 combines advice and...

  • Trainee/Junior Financial Adviser

    2 days ago

    Aberdeen, Aberdeen City, United Kingdom Idex Full time

    Are you an adviser who writes your own suitability reports or an experienced, 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 combines advice and...

  • Financial Advisor

    1 week ago

    Aberdeen, Scotland, Aberdeenshire, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    2 days ago

    Aberdeen, Scotland, Aberdeenshire, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...