Financial Planner

2 weeks ago

Dundee, United Kingdom MB Fitzgerald Full time

**Financial Planner - National Financial Services Organisation - North-East Scotland - £50K plus Car plus Bonus and Benefits (£75K OTE)**

MBF are currently working with a leading UK based Financial Services organisation who are looking to recruit an experienced Financial Planner to work with their clients across North-East Scotland (Dundee to Aberdeen)

This company specialise in providing Financial Advice to medical sector professionals and have a fantastic, highly recognisable brand.

The role:

- This particular role will be to take over a region which has been well serviced by a long-standing employee who is looking to retire from the business. Upon joining, you will inherit their network and client book
- You will be provided with specialist training on NHS Pensions and other specialist knowledge
- You'll work with a team who will help you to generate appointments and leads as well as networking yourself, ensuring that you can meet new business targets
- You'll need to analyse a client's situation and agree appropriate financial solutions

**Requirements**:

- We're looking for an experienced Financial Advisor.
- Strong knowledge of Pensions, Protection and Investments

On Offer:

- Competitive basic salary of around £50K
- Great company benefits and car allowance
- Generous, performance related bonuses (OTE of £75,000/ annum)
- Great opportunities to progress within a leading organisation

  • Financial Planner

    3 weeks ago

    Dundee, United Kingdom CareerBliss Full time

    SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients.The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can be...

  • Financial Planner

    4 weeks ago

    Dundee, United Kingdom SRS Partnership Ltd Full time

    SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients.The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can be...

  • Financial Planner

    3 weeks ago

    Dundee, United Kingdom SRS Partnership Ltd Full time

    SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients.The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can be...

  • Financial Planner

    3 weeks ago

    Dundee, United Kingdom SRS Partnership Ltd Full time

    SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients.The company operate Monday to Friday during standard business hours and ideally, we are looking to offer this on a full-time basis, however part time possibilities can be...

  • Trainee Financial Planner

    1 week ago

    Dundee, Dundee City, United Kingdom Thornbury Recruitment Ltd Full time

    Trainee Financial Planner required by a growing wealth management firm based in Dundee. You will be responsible for to providing advice to the clients and deliver tailored solutions across the areas of retirement, investment, and protection planning. This role offers an existing client bank as well as full administrative, technical and compliance support....

  • Trainee Financial Planner

    1 week ago

    Dundee, United Kingdom Thornbury Recruitment Ltd Full time

    Trainee Financial Planner required by a growing wealth management firm based in Dundee. You will be responsible for to providing advice to the clients and deliver tailored solutions across the areas of retirement, investment, and protection planning. This role offers an existing client bank as well as full administrative, technical and compliance support....

  • Financial Advisor

    3 weeks ago

    Dundee, United Kingdom JohnstonGreer Ltd Full time

    Financial Planner £50,000 to £70,000 plus bonus and benefits Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client...

  • Administration & Reception Assistant

    4 weeks ago

    Dundee, United Kingdom Bellrock Property and Facilities Management Full time

    **Administration & Reception Assistant** At Bellrock, we harness technology to give our customers an experience that not only leaves them with advanced building systems, but with peace of mind, and we unlock that by being technology-led but people-driven. When you’re part of Bellrock, you’ll get everything you need to be your best at work - because our...