Current jobs related to Financial Planning Specialist - Aberdeen, Aberdeen City - Robinson Financial Careers

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full time

    Financial Planning SpecialistJohnstonGreer Ltd is seeking a Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners and professionals.Operate across Investments, Tax, Cashflow, Retirement Planning, and ProtectionCandidates will be...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Financial Planning SpecialistWe are seeking a skilled Financial Planning Specialist to join our team at Azets Group. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Client Consultation: Engage with clients...

  • Financial Planning Specialist

    1 week ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    As a leading firm of Accountants and Business Advisers, Azets is seeking a highly skilled Financial Planning Specialist to join our team in the UK. This role will involve providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct thorough interviews with clients to understand their...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    Financial Planning SpecialistAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We are seeking a skilled Financial Planning Specialist to join our team.The successful candidate will have a solid understanding of UK financial regulations and tax laws, as well as strong knowledge of UK-specific...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Planning Specialist at Mattioli Woods GroupAre you a seasoned financial professional looking to take your career to the next level? We are seeking an experienced Financial Planning Specialist to join our team in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.The role is crucial to the success of Mattioli...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Johnston Carmichael Full time

    We are seeking a skilled Financial Planning Specialist to join our team at Johnston Carmichael Wealth. As a key member of our technical support team, you will be responsible for producing high-quality suitability reports for Level 3 solutions. Your expertise in cashflow modelling, esoteric investments, and training will be invaluable in supporting our team...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading company that values expertise and customer satisfaction.We are seeking an experienced financial adviser to join our team in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.About the RoleAs a Financial Planning...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading company that values expertise and customer satisfaction.We are seeking an experienced financial adviser to join our team in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.About the RoleAs a Financial Planning...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading company like Mattioli Woods Group.About the RoleWe are seeking an experienced financial adviser to join our team in Aberdeen, Edinburgh, or Glasgow. As a Financial Planning Specialist, you will provide excellent customer service,...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading company like Mattioli Woods Group.About the RoleWe are seeking an experienced financial adviser to join our team in Aberdeen, Edinburgh, or Glasgow. As a Financial Planning Specialist, you will provide excellent customer service,...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    About the RoleAzets is 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 financial planning advice to our clients.Key ResponsibilitiesConduct thorough interviews with clients to understand their financial objectives, risk tolerance, and...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Financial Consultant/Financial PlanningWe are a top-tier accountancy firm in the UK, offering a wide range of financial services to individuals and businesses. Our team of experts is dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals.Key Responsibilities:Client Consultation: Engage with clients...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Financial Consultant/Financial PlanningWe are a top-tier accountancy firm in the UK, offering a wide range of financial services to individuals and businesses. Our team of experts is dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals.Key Responsibilities:Client Consultation: Engage with clients...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    About AzetsAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and offer a variety of inspiring opportunities to join our offices.We are a top ten accountancy firm in the UK and the number one largest SME practice. We operate within the requirements of the...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    About AzetsAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and offer a variety of inspiring opportunities to join our offices.We are a top ten accountancy firm in the UK and the number one largest SME practice, operating within the requirements of the...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    About AzetsAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and offer a variety of inspiring opportunities to join our offices.We are a top ten accountancy firm in the UK and the number one largest SME practice, operating within the requirements of the...

  • Financial Planning Specialist

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Azets Full time

    About AzetsAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland, and the Nordics. We have a wide network of employees and offer a variety of inspiring opportunities to join our offices.We are a top ten accountancy firm in the UK and the number one largest SME practice. We operate within the requirements of the...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading UK-based wealth management company.We are seeking an experienced Financial Adviser to join our teams in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.About the RoleAs a Financial Adviser at Mattioli Woods Group, you...

  • Financial Planning Specialist

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Unlock Your Potential as a Financial Adviser at Mattioli Woods GroupElevate your career in financial services with a leading UK-based wealth management company.We are seeking an experienced Financial Adviser to join our teams in Aberdeen, Edinburgh, or Glasgow on a full-time, permanent basis.About the RoleAs a Financial Adviser at Mattioli Woods Group, you...

  • Business Operations Coordinator

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    Join Our Team at Acumen Financial PlanningWe are seeking a highly organized and detail-oriented individual to join our Business Support team as a Business and Digital Support Officer. As a key member of our team, you will play a vital role in ensuring the smooth operation of our business.Key ResponsibilitiesOperational Support: Provide essential support to...

Financial Planning Specialist

2 months ago

Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time
{"Job Title": "IFA Career Advancement Opportunity", "Job Description": "Role Overview

We are seeking a highly motivated and experienced IFA to join our team at Robinson Financial Careers. As a key member of our wealth management team, you will be responsible for providing professional advice and solutions to clients, adhering to FA regulations and group standards.

Key Responsibilities:

  • Provide expert financial planning and advice to clients, identifying and recommending suitable solutions to meet their needs.
  • Generate new business opportunities through self-generated introductions, professional connections, and existing clients.
  • Maintain and expand client numbers, AUM, and revenue through proactive and excellent service.
  • Keep client records up to date, ensuring a high level of regular client contact and providing advice where required.

Requirements

To be successful in this role, you will need:

  • A minimum of level 4 diploma qualification (desired Chartered status or working towards)
  • Relevant and recent experience of working within a similar role within financial services
  • Excellent communication and interpersonal skills, with the ability to work with and communicate effectively across a wide range of client profiles.
  • Strong organisational and time management skills, with a high attention to detail.

What We Offer

We offer a competitive base salary, structured bonus, and a range of benefits, including:

  • 25 days annual leave plus bank holidays
  • 1 additional day off on your birthday
  • Salary sacrifice pension contributions (5% employee and 4% employer)
  • Annual leave purchase scheme giving the opportunity to buy up to five days annual leave per year
  • Support for professional subscriptions
  • Access to an online platform of flexible benefits and access to thousands of discounts
  • Bi-annual eye test vouchers
  • 4X Death in Service benefit
  • Access to the Employee Assistance Programme offering free confidential counselling and access to medical professionals 24/7.

Prospects

This is an exciting opportunity to join a growing organisation with excellent prospects for career advancement. We offer support for future qualifications and a comprehensive succession plan, enabling you to further your knowledge and ability in the role.

"}