Investment Strategy Consultant

7 days ago

Aberdeen, Aberdeen City, United Kingdom Azets Group Full time
About Azets Group

Azets Group is a leading provider of financial services, dedicated to delivering exceptional advice and guidance to individuals and businesses.

Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment strategies.

Key Responsibilities
  • Client Consultation
    • Engage with clients to understand their financial objectives, risk tolerance, and investment preferences.
    • Conduct thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.
  • Financial Planning
    • Leverage your expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients.
    • Consider factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
    • Offer recommendations and strategies to help clients meet their short-term and long-term financial goals.
  • Investment Advice
    • Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles.
    • Consider UK-specific vehicles like ISAs and SIPPs.
    • Monitor investment performance, analyze market trends, and maintain regular communication with clients.
  • Retirement Planning
    • Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions.
    • Assist clients in understanding the effects of pension contributions and tax relief.
    • Advise on maximizing retirement savings and offer strategies for retirement income withdrawal, including annuities, drawdown options, and tax considerations.
  • Compliance and Regulation
    • Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA) and other bodies.
    • Regularly review clients' financial plans to align with their evolving needs.
    Requirements
    • Professional Qualifications
      • Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
    • Experience
      • Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
    • Skills
      • 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.
      We are looking for three things in particular
      • Be a good colleague
        • Work well with your colleagues in Azets Group and help them achieve our collective goals.
      • Do the right thing
        • We are an advice-based business, and the quality of our advice is paramount.
        • We offer a range of benefits, including hybrid and flexible working, birthday leave, professional subscription, and more.

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