Holistic Financial Advisor

5 days ago


Inverurie, Aberdeenshire, United Kingdom Austin Fraser Full time

We are seeking an experienced Financial Services professional to work in Aberdeenshire.

About the Opportunity:

Job Summary:
  • Provide holistic financial planning, including life insurance, pensions, investments, wealth management, and inheritance tax.
  • Nurture strong customer relationships by collaborating with the wider business.
  • Enjoy flexibility with a homeworking position and up to 4 days of multi-site travel per week.
  • Experience: Proven track record of delivering regulated financial advice face-to-face.
  • Key Skills: Knowledge of UK financial services regulations, sales processes, and industry developments.

Compensation Package:

  • Salary: £55,000 - £60,000 per annum
  • Company Car or Allowance: £5,500
  • Annual Performance Bonus: Up to 5% of salary
  • Pension Contribution: Up to 20%
  • Generous Leave Policy: 25 days annual leave + bank holidays
  • Diverse and Inclusive Work Culture: Austin Fraser prioritizes employee well-being.


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