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Financial Planning Specialist

2 months ago

Manchester, United Kingdom abrdn Full time

Exclusive Financial Consultant Opportunity at abrdn

About the Company: At abrdn, our mission is to empower clients to become successful investors. With a global clientele, we specialize in identifying cutting-edge investment opportunities to achieve desired outcomes. Our advanced technology and unparalleled insights assist clients in making informed decisions, while strategic partnerships enhance our expertise. By promoting responsible investing, we contribute to creating a better world.

About the Role: As a Financial Consultant at abrdn, you will be responsible for nurturing strong client relationships and providing top-notch financial planning and paraplanning services to a diverse portfolio of clients. Your expertise will be essential in delivering high-quality financial solutions and exceeding client expectations.

Key Responsibilities:

  • Manage a large client portfolio and deliver high-quality financial planning services remotely
  • Identify new opportunities and exceed client expectations through in-depth market analysis and product knowledge
  • Stay updated on investment markets, products, and services to provide expert advice
  • Collaborate with clients' professional advisers and support their financial goals through tailored solutions
  • Deliver technical reports tailored to each client's objectives, showcasing your expertise in financial planning
  • Support in process improvement and compliance procedures to ensure seamless operations
  • Secure client commitment and drive revenue growth through exceptional service and expertise

Requirements:

  • Diploma in Regulated Financial Planning or equivalent
  • Extensive experience in Paraplanning and report writing, with a proven track record of delivering high-quality results
  • Proficiency in various financial products and services, with a strong understanding of market trends and analysis

We are committed to promoting diversity and inclusivity. If you require support during the application process, please let us know.