Financial Planning Specialist
19 hours ago
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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