Financial Planning Specialist

3 days ago


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 Responsibilities
  • Conduct thorough interviews with clients to understand their financial objectives, risk tolerance, and investment preferences.
  • Research and evaluate suitable investment options based on clients' objectives and risk profiles.
  • Provide personalized financial plans for clients, considering factors such as retirement planning, wealth management, and inheritance tax planning.
  • Ensure adherence to all relevant UK financial regulations and laws, including those by the Financial Conduct Authority (FCA).

Key skills and qualifications for this role include:

  • Proven experience working as a Financial Adviser in the UK market.
  • 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.

Azets offers a dynamic and supportive work environment, with opportunities for professional development and growth. If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, we encourage you to apply for this exciting opportunity.



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