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Financial Planning Specialist

1 month ago

Manchester, United Kingdom abrdn Full time

About the Role

We are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.

Key Responsibilities:

  • Manage a large portfolio of clients, typically with AUA below £500k, and maintain recurring income streams.
  • Identify additional opportunities from clients and deepen 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, tax, key processes, advice guidelines, and compliance procedures.
  • Build and maintain personal relationships to help identify new opportunities and raise our profile within the client bank.
  • Undertake paraplanning for own clients, research, analyze, and prepare technical reports for clients relevant to their specific goals, seeking support when needed.
  • Build links with the clients' other professional advisers to help the client meet their needs.
  • Follow processes and suggest areas for improvement in process, advice guidelines, and compliance procedures. Appropriately support or manage improvement implementation.
  • Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues.

Requirements:

  • Diploma in Regulated Financial Planning.
  • Strong background in Paraplanning with proven report writing experience.
  • Exposure to a broad range of financial products with authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice, and Protection.

About abrdn:

abrdn is a leading global investment management company that helps our clients achieve their financial goals. We are committed to delivering high-quality financial planning and paraplanning services to our clients, and we are seeking a talented Financial Consultant to join our team.