Financial Advisor
2 weeks ago
In this home based Financial Advisor job in East Scotland you will inherit an existing client bank to takeover the ongoing financial planning servicing.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new businessopportunity.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reportswritten and advice designed to your request. Plus, they have a highly efficient back office system.
This is a home based Financial Advisor role with majority of advice provided via video or telephone, with some face-to-face client meetings where requested or most appropriate.
**Financial Advisor Requirements**
- You should be a current Financial Advisor with experience of delivering quality client service
- You should have 3+ years financial planning experience
- You must be fully Diploma qualified in financial planning
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
**The Company**
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly teamthat is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
**Financial Advisor Benefits**
- Salary of £50,000 with OTE of £90,000+
- Uncapped bonuses starting at 1x validation for new business and 3x validation for recurring income
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Fully home based role with some face-to-face client meetings
**Locations**
East Coast of Scotland
- Aberdeen
- Perth
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._
-
Financial Advisor
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom UNAVAILABLE Full timeOverviewBecoming a Financial AdvisorBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...
-
Independent Financial Advisor
7 days ago
Aberdeen, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Aberdeen| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
-
Financial Advisor
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Cavendish Maine Full timeThis rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to join their Aberdeen office and service an existing client bank. Role and Responsibilities Build sustainable relationships with clients Complete annual reviews within required...
-
Financial Advisor
2 days ago
Aberdeen, United Kingdom Integrity Resource Solutions Full time**Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£40-50K OTE Year1), + Car Allowance, Homebased/Remote** **Locations: Aberdeen, Aberdeenshire** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients...
-
Financial Advisor
2 days ago
Aberdeen, United Kingdom Integrity Resource Solutions Full time**Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£40-50K OTE Year1), + Car Allowance, Homebased/Remote** **Locations: Manchester/ Warrington/ St Helens/ Widnes/ Runcorn** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer...
-
Graduate Financial Advisor
2 weeks ago
Aberdeen, United Kingdom Cammach Bryant Full timeOur client is looking for a Graduate Financial Advisor for a permanent position, located in Aberdeen. **ROLE** Our two year graduate programme will give you all the skills and support you need to unlock a future that’s packed with opportunities and new experiences within financial services and wealth management. You’ll enjoy a fast-tracked business...
-
Financial Planner
1 day ago
Aberdeen, Aberdeen City, United Kingdom JohnstonGreer Ltd Full timeFinancial Planner£55,000 to £70,000 plus benefits and bonusFinancial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice...
-
Financial Planner
12 hours ago
Aberdeen, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Financial Planner** **Salary: £45,000 - £50,000 + Bonus** **Location: Aberdeen / Perth** A well-respected Financial Planning firm with a good reputation across in the market are looking for an experienced Financial Planner to come and join their growing team. This firm provides advice across Pensions, Investments, IHT and Wealth management...
-
Independent Financial Adviser
2 weeks ago
Aberdeen, United Kingdom Heat Recruitment Full timeFinancial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -** Aberdeen, UK **Salary -** dependent on experience **Duration -**permanent, full time A firm with a strong coverage across the whole of Scotland...
-
Financial Adviser
7 days ago
Aberdeen, United Kingdom Heat Recruitment Full timeThere is a fantastic opportunity here to for a successful Independent Financial Adviser to join a well-established Financial Services Practice in the Aberdeen area. Our Client are a growing practice with a great industry name, focus on providing a highlypersonalised financial planning service with the Client at the heart of everything they do. **The...