Senior Financial Planning Specialist
3 weeks ago
About the Role
This position is a fantastic opportunity to combine your expertise in Paraplanning with delivery of advice and suitability report writing for an established portfolio of clients.
You will be responsible for building and maintaining great relationships to deliver high-quality financial planning and paraplanning for a large portfolio of clients, with the ability to deliver advice remotely.
The role can be based in our Edinburgh, London, Glasgow, Leeds, or Manchester office, and you will have the opportunity to work with a competitive salary and benefits as part of the financial planning team at abrdn.
Key Responsibilities:
- Manage a large portfolio of clients and maintain recurring income streams by delivering high-quality financial planning remotely.
- Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships.
- Maintain up-to-date technical knowledge of investment markets, products, and services, financial planning methodologies, tax, key processes, advice guidelines, and compliance procedures.
- Build and maintain personal relationships to help identify new opportunities and raise our profile within the client bank.
- Undertake paraplanning for own clients, research, analyze, and prepare technical reports for clients relevant to their specific goals, seeking support when needed.
- Build links with the clients' other professional advisers to help the client meet their needs.
- Follow processes and suggest areas for improvement in process, advice guidelines, and compliance procedures, appropriately supporting or managing improvement implementation.
- Secure client commitment to initial and ongoing financial planning services, hence securing and growing assets under advice plus initial and ongoing revenues.
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