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Financial Consultant

1 month ago


Edinburgh, Edinburgh, United Kingdom abrdn Full time
About the Role

As a Financial Consultant at abrdn, you will play a crucial role in delivering high-quality financial planning and paraplanning services to a large portfolio of clients. This is an exciting opportunity to combine your expertise in paraplanning with the delivery of advice, working closely with clients to understand their needs and goals.

Key Responsibilities:

  • Manage a significant portfolio of clients, providing high-quality financial planning and paraplanning services remotely.
  • Identify opportunities to deepen relationships with clients and expand our understanding of their needs.
  • Maintain up-to-date technical knowledge of investment markets, products, and services, as well as financial planning methodologies, tax, and compliance procedures.
  • Build and maintain strong relationships with clients, their professional advisers, and internal stakeholders to deliver exceptional service.
  • Undertake paraplanning for clients, researching, analyzing, and preparing technical reports to meet their specific goals.
  • Collaborate with colleagues to drive towards a common culture, shared beliefs, and values.

Requirements:

  • Diploma in Regulated Financial Planning.
  • Strong background in paraplanning with proven report writing experience.
  • Exposure to a broad range of financial products, with authority to undertake comprehensive financial planning.

At abrdn, we are committed to creating a diverse and inclusive workplace. We welcome applications from candidates with disabilities and offer support throughout the application process.