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Financial Planning Specialist

2 months ago

Aberdeen, Aberdeen City, United Kingdom Azets Full time
Financial Planning and Wealth Management Role at Azets

Azets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We are seeking a skilled Financial Planning and Wealth Management professional to join our team.

Key Responsibilities:
  • Provide financial planning advice to clients, taking into account their financial objectives, risk tolerance, and investment preferences.
  • Conduct thorough interviews to assess clients' current financial status, including income, assets, expenses, debts, and existing investments.
  • Develop personalized financial plans for clients, considering factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
  • Research and evaluate suitable investment options for clients, considering UK-specific vehicles like ISAs and SIPPs.
  • Monitor investment performance, analyze market trends, and maintain regular communication with clients.
  • Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions.
  • Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA) and other bodies.
Requirements:
  • Relevant professional qualifications, such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
  • Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
  • Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options.
  • Analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
  • Ability to work independently, managing client relationships and delivering high-quality financial advice.
  • Compliance-driven approach, staying up to date with regulatory changes and adhering to industry standards.
What We Offer:

Azets offers a range of benefits, including hybrid and flexible working, birthday leave, professional subscription, and more. We are committed to creating a positive and supportive work environment that allows our employees to thrive.