Senior Wealth Advisor

1 week ago


Kettering, Northamptonshire, United Kingdom Northampton Business Directory Full time
About Us

abrdn Financial Planning & Advice Ltd is part of interactive investor, a leading investment platform with over 420,000 customers. We are dedicated to delivering exceptional services to our clients and helping them achieve their financial goals.

Salary

The salary for this position is estimated to be around £60,000 - £80,000 per annum, depending on experience.

Job Responsibilities

The successful candidate will be responsible for:

  • Managing a portfolio of clients with more complex needs and building their portfolio
  • Delivering high-quality financial planning and achieving required quality standards
  • Targeting and winning new clients for abrdn Financial Planning Ltd in our chosen markets
Requirements

To be successful in this role, you will need:

  • A strong understanding of financial planning principles and practices
  • Excellent knowledge of the markets, competitors, products, services, trends, impacting forces, and factors that make up the industries we operate in
  • Well-developed professional connections in the local region and strong business development activity
Benefits and Perks

In addition to the competitive salary and benefits package, you will also have access to:

  • A low, flat monthly fee
  • Access to one of the widest ranges of investments on the market
  • Award-winning, UK-based customer service team

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