Financial Adviser
2 weeks ago
Lusona Financial Services are working with a highly regarded financial advice business that is looking for a financial planner to join their team and inherit a client base in Aberdeen. The firm are chartered financial planners but it is not a prerequisite that you are chartered, rather the common theme across the team is a passion for financial advice and a genuine sense of care for their clients.
You will work from a modern and well-presented office which is home to a well-trained and experienced team of financial advisers, paraplanners, and sales support consultants. The team work well together and each individual takes ownership of their part in the advice process so that cases progress quickly and efficiently. They have a well-developed back office proposition which also reduces any admin heavy work which is passed to the support team.
As a practice, they are generalist financial planners but the core of what they do is pension and investment planning for wealthy individuals, families, business owners, and professionals. They are very much in the new model mindset and use modern practices such as cashflow modelling, and they get involved in complex areas of advice such as IHT planning.
The basic salary for this role is negotiable depending on experience, plus an excellent benefits package. Other pluses are that they tend to increase salaries annually and will pay for all additional studies relevant to your role.
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Financial Adviser
5 days ago
Aberdeen, Aberdeen City, United Kingdom VT WEALTH | Financial Planning Specialists Full timeBusiness Acquisition Consultant at St. James's PlaceTo work with private individuals and business owners to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources/existing contacts to the...
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Financial Adviser
4 weeks ago
Aberdeen, Aberdeen City, United Kingdom Major Recruitment Full timeJob Description Location: Bridge of DonRole: Financial AdviserRequirements: Qualified to Level 4 - Diploma in Regulated Financial PlanningContract: PermanentDuties: An exciting opportunity has arisen to join our highly established and reputable client as a Financial Adviser. To work with private individuals and business owners to identify their financial...
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Financial Adviser
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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...
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Financial Adviser
2 weeks ago
Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full timeElevate your career as a financial adviser at Mattioli WoodsAre you an experienced financial adviser and feeling limited in your current role? We're looking for professionals like you to join our advisory teams in Aberdeen, Edinburgh, or Glasgow.We are recruiting for experienced financial advisers to join our teams in Aberdeen, Edinburgh, or Glasgow on a...
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Independent Financial Adviser
2 weeks ago
Aberdeen, United Kingdom Truestar Talent Ltd Full timeWhat does your ideal Independent Financial Adviser (IFA) position look like? - **Would you like an existing High Net Worth client bank that you could further grow and develop?**: - **Providing holistic Financial Planner, putting your clients first?**: - **Working whole of market as a Financial Adviser?**: - **Would you like to Work for an organisation who...
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Independent Financial Adviser
6 days ago
Aberdeen, United Kingdom Ortus Psr Full timeI am working with a leading, national Wealth Management firm, with a fantastic reputation due to their high quality and personal approach to financial advice. The firm in question are looking to add a Financial Adviser to the team, to take on new and existing clients and ensure they are serviced with the utmost attention. Main duties; - Conduct meetings...
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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...
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Mortgage & Protection Adviser
7 days ago
Aberdeen, United Kingdom Albyn Associates Financial Management Full timeAlbyn Associates are a long standing firm of Financial Advisers in Aberdeen City Centre We are currently seeking a fully qualified Mortgage & Protection Adviser to join our team. **Job Description**: Existing client base already in place. Provide whole of market mortgage and protection advice in accordance with our company's compliance...
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Financial Adviser
3 days ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients. In the job you will be servicing your book of business along with maintaining relationships and growing...
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Financial Adviser
1 week ago
Aberdeen, Aberdeen City, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients. In the job you will be servicing your book of business along with maintaining relationships and growing...