UK Financial Adviser Expert

2 days ago


Aberdeen, Aberdeen City, United Kingdom Azets Group Full time
Job Title: UK Financial Adviser Expert

Estimated Salary: £50,000 - £65,000 per annum

Job Description

We are seeking a skilled UK Financial Adviser Expert to join our team. As a key member of our financial advisory services, you will be responsible for providing expert advice on UK-specific financial products, pensions, and tax-efficient savings options.

You will engage with clients to understand their financial objectives, risk tolerance, and investment preferences, conducting thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.

Your expertise in UK financial regulations, tax laws, and investment options will be essential in developing tailored financial plans that meet clients' short-term and long-term goals.

Responsibilities
  1. Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and investment preferences. Conduct thorough interviews to assess their current financial status, including income, assets, expenses, debts, and existing investments.
  2. Financial Planning: Leverage your expertise in UK financial regulations, tax laws, and investment options to create personalized financial plans for clients. Consider factors such as retirement planning, wealth management, inheritance tax planning, and protection strategies.
  3. Investment Advice: Research, evaluate, and suggest suitable investment options based on clients' objectives and risk profiles, considering UK-specific vehicles like ISAs and SIPPs.
  4. Retirement Planning: Guide clients on UK-specific retirement savings options, including workplace pensions, personal pensions, and state pensions. Assist clients in understanding the effects of pension contributions and tax relief, and advise on maximizing retirement savings.
  5. Compliance and Regulation: Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA) and other bodies.
Required Skills and Qualifications
  • Relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
  • Proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
  • Strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options.
  • Analytical mindset and attention to detail when conducting financial analysis and creating financial plans.
  • Ability to work independently, managing client relationships and delivering high-quality financial advice.


  • Aberdeen, Aberdeen City, United Kingdom Expert Employment Full time

    About the Role: We are seeking a highly experienced Drilling Tools Technical Specialist to join our team at Expert Employment. In this role, you will be responsible for planning, tool configurations, onshore support and execution for complex jobs with a focus on downhole tools.Key Accountabilities:Interpreting well designs and advising on tool placements for...


  • Aberdeen, Aberdeen City, United Kingdom Belcan Technical Recruiting (UK) Ltd Full time

    Company OverviewBelcan Technical Recruiting (UK) Ltd is a leading provider of asset management services, specialising in offshore and onshore facilities throughout all life cycle phases.We have extensive experience in delivering expert solutions to clients in Scotland, UK.


  • 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...


  • Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Financial Planning ExpertiseWe are seeking a highly skilled Financial Planning Expert to join our team at Azets Group.As a key member of our financial services team, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Client Consultation: Engage with...


  • Aberdeen, Aberdeen City, United Kingdom Azets Full time

    Azets is a top-tier accounting and business advisory firm with a strong presence across the UK, Ireland, and the Nordics.Job OverviewWe are seeking an experienced Financial Planning Specialist to join our team. The ideal candidate will possess a deep understanding of UK financial regulations, tax laws, and investment options.About the RoleThis role offers a...


  • Aberdeen, Aberdeen City, United Kingdom Hutcheon Mearns Ltd Full time

    Hutcheon Mearns Ltd is seeking a highly skilled Financial Accountant to join their team. As a UK Corporate Tax Specialist, you will be responsible for providing expert tax advice and ensuring compliance with UK tax laws.Key Responsibilities:Timely completion of UK corporation tax returns and statutory reportingManaging compliance and assisting with overseas...


  • Aberdeen, Aberdeen City, United Kingdom Lochead Sandford Recruitment Limited Full time

    Our client, a leading and expanding, progressive CA Firm, seeks to recruit a qualified Audit & Accounts Senior to join their growing team in Aberdeen.Key responsibilities include preparation of year-end accounts and all aspects of audit for owner-managed and Private Equity-backed businesses across various sectors.Main duties and responsibilities:Preparation...


  • Aberdeen, Aberdeen City, United Kingdom Expert Employment Full time

    Job Overview: At Expert Employment, we are seeking a highly skilled Drilling Tools Technical Specialist to join our team. This role involves planning, tool configurations, onshore support and execution for complex jobs with a focus on downhole tools.Key Responsibilities:Interpret well designs and advise on tool placements for optimum system performanceCreate...


  • Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    Company Overview">IDEX Consulting is a leading consulting firm that offers high-quality financial services.We have an excellent team of experienced professionals who are dedicated to providing exceptional support to our clients.We are committed to helping individuals and businesses achieve their financial goals.


  • Aberdeen, Aberdeen City, United Kingdom Azets Group Full time

    Job Title: Financial Planning SpecialistEstimated Salary: £45,000 - £60,000 per annumCompany OverviewAzets Group is a top ten accountancy firm in the UK and the number one largest SME practice. We have a wide network of employees and an abundance of inspiring opportunities to join one of our many offices.Job DescriptionWe are seeking a skilled Financial...


  • Aberdeen, Aberdeen City, United Kingdom NFU Mutual Full time

    About the RoleAs a Senior Financial Consultant at NFU Mutual, you will play a crucial role in providing expert advice on life insurance, pensions, investments, wealth management, and inheritance tax to our clients. This is a home-based position requiring regular travel to agents, customers, and company offices.We are seeking an experienced professional with...


  • 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...


  • Aberdeen, Aberdeen City, United Kingdom Bureau Veritas Full time

    Job Title: Senior Commercial Finance ExpertWe are seeking a highly skilled and experienced Senior Commercial Finance Expert to join our team in the UK. The successful candidate will be responsible for providing financial expertise to support business growth and improvement initiatives.About the RoleSupporting the finance team in developing and implementing...


  • Aberdeen, Aberdeen City, United Kingdom Thorpe Molloy McCulloch Recruitment Ltd Full time

    We are seeking an experienced Financial Expert to join our team on a long-term contract basis.The successful candidate will have extensive experience in preparing and issuing intercompany invoices, creating journal vouchers, and ensuring the accuracy of cost reallocations and intercompany balances.A degree in Finance, Business Studies, Economics, or a...


  • Aberdeen, Aberdeen City, United Kingdom Equinor Full time

    About the RoleWe are seeking a Strategic Communication Expert to join our team in the UK, where you will lead the delivery of our communication strategy supporting Equinor's energy portfolio. With a strong focus on stakeholder engagement, you will work closely with our senior management team to advise on strategic communication support for our UK...

  • UK Tax Expert

    3 weeks ago


    Aberdeen, Aberdeen City, United Kingdom NOV Inc Full time

    About the RoleAs a Senior Tax Advisor at NOV Inc, you will be part of the Corporate Tax Department, reporting to the UK Tax Manager. Your key responsibilities will include timely completion of UK corporation tax returns, managing compliance, and assisting with overseas tax filings.Key ResponsibilitiesUK corporate tax compliance (tax return and statutory...


  • Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    The NJR Recruitment team is delighted to present an exciting opportunity for a skilled Financial Planning Administrator to join the established firm of St James Place. As a highly respected practice, they are seeking a dedicated individual to support their Financial Advisers in all aspects of administration. About the CompanySt James Place is a...

  • Tax Accountant

    1 month ago


    Aberdeen, Aberdeen City, United Kingdom First Recruitment Group Full time

    Job Title: Tax Accountant - UK Upstream Tax ExpertJob Summary: We are seeking a highly skilled Tax Accountant to join our team in Aberdeen. The successful candidate will have experience in UK upstream tax and a strong understanding of complex accounting issues.Key Responsibilities:Provide UK tax advice to the business and support across the wider UKBU tax...


  • Aberdeen, Aberdeen City, United Kingdom NJR Recruitment Full time

    We are seeking a highly skilled Financial Planner Assistant to join our team at NJR Recruitment. The ideal candidate will be responsible for providing administrative support to our Financial Advisers.This is an excellent opportunity for a career-driven individual looking to advance their skills in a dynamic and respected practice.


  • Aberdeen, Aberdeen City, United Kingdom undisclosed Full time

    Are you looking to take your financial planning career to the next level? Idex Consulting is seeking a highly motivated and experienced professional to join our team as a Financial Planning Administrator.The Role:As a Financial Planning Administrator, you will play a key role in delivering high-quality financial planning services to clients while adhering to...