Holistic Wealth Advisor

1 day ago

Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full time

Austin Fraser is currently looking for an experienced Holistic Wealth Advisor to join our team.

About the Role:
  • This role involves providing comprehensive advice on life insurance, pensions, investments, wealth management, and inheritance tax.
  • The successful candidate will partner with the wider business and develop strong customer relationships.
  • We offer a flexible homeworking arrangement with multi-site travel up to 4 days a week.
  • Applicants should have a proven track record of delivering regulated financial advice face-to-face.
  • Strong knowledge of UK financial services regulations, end-to-end sales processes, and industry developments are essential.
What We Offer:
  • Competitive Salary: £65,000 per annum.
  • Company Car/Allowance: £5,500.
  • Annual Bonus: Up to 5% of salary.
  • Pension Scheme: Up to 20% contribution.
  • Generous Leave: 25 days annual leave + bank holidays.
  • Family Friendly Policies: Balance work and family life.
  • Health and Wellbeing: Gym membership contribution, health cashback plan, and more.
  • Inclusive Workplace: Our company values diversity and supports all employees.

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