Financial Planning Specialist

19 hours ago


Aberdeen, Aberdeen City, United Kingdom MI Search Careers Full time

Job Opportunity for Experienced Professionals

We are currently seeking a skilled Financial Planning Specialist to join our client's team in Aberdeen. This role presents a unique opportunity for a motivated and experienced individual to take on new challenges and contribute to the growth of the business.

The successful candidate will have a strong background in financial planning and experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. They will also have access to a full IFA proposition, paraplanning, and administrative support.

As a Financial Planning Specialist, your estimated annual salary will be around £120k, considering the location and industry standards. The position offers excellent bonus potential and benefits, making it an attractive option for those looking to advance their careers.

About the Role:

  • Develop and implement financial planning strategies for clients
  • Collaborate with accountants to provide exceptional client service
  • Build and maintain relationships with HNW and UHNW clients

Requirements:

  • Proven track record of delivering financial planning solutions
  • Experience working with HNW and UHNW clients
  • Strong knowledge of financial planning and IFA services

What We Offer:

  • Estimated annual salary: £120k
  • Excellent bonus potential
  • Benefits package including health insurance and pension scheme


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