Financial Services Professional

2 weeks ago


Aberdeen, Aberdeen City, United Kingdom Azets Group Full time
Financial Consultant/Financial Planning

We are a top-tier accountancy firm in the UK, seeking a skilled Financial Consultant to join our team at Azets Group.

Key Responsibilities
  • Client Engagement: Develop and maintain strong relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
  • Financial Planning: Utilize expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients, considering factors such as retirement planning, wealth management, and inheritance tax planning.
  • Investment Advice: Research and suggest suitable investment options based on clients' objectives and risk profiles, considering UK-specific vehicles like ISAs and SIPPs.
  • Retirement Planning: Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions, and advise on maximizing retirement savings.
  • Compliance and Regulation: Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA) and other bodies.
We are looking for three key qualities in our ideal candidate
  • Be a good colleague: Collaborate effectively with colleagues to achieve collective goals.
  • Do the right thing: Deliver high-quality financial advice, adhering to industry standards and regulatory requirements.


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