Current jobs related to Adviser Support - Aberdeen City - TN United Kingdom

  • Financial Adviser

    4 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Major Recruitment Full time

    Job 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...

  • Commercial Adviser

    1 week ago

    Aberdeen, United Kingdom Orion Full time

    **Job description**: Our client is currently recruiting for the position of Commercial Advisor, based in Aberdeen. **Responsibilities**: - Ensure that all activities are carried out in a safe manner complying with all regulatory requirements, legislation and company's procedures - Providing day to day management of operational commercial agreements for NOV...

  • Financial Adviser

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Mattioli Woods Group Full time

    Elevate 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...

  • Financial Adviser

    7 days ago

    Aberdeen, United Kingdom Heat Recruitment Full time

    There 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...

  • Help-to-claim Adviser

    6 days ago

    Aberdeen, United Kingdom Digiden Ltd Full time

    **Job title: Help-to-Claim Adviser** **Location**:AB11 5BN **Salary**:£11.99 per hour **Hours**:10.5 per week **Hours to be worked as follows**: Wednesday 10am-2.30pm, Thursday 10am-2pm and Friday 10am-2.30pm Our client Aberdeen Citizens Advice Bureau is hiring Help-to-Claim Advisers to join their team. A Help to Claim Adviser delivers a holistic...

  • Mortgage & Protection Adviser

    7 days ago

    Aberdeen, United Kingdom Albyn Associates Financial Management Full time

    Albyn 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...

  • Senior Commercial Adviser

    2 days ago

    Aberdeen, United Kingdom Orion Full time

    **Job description**: Our client is currently recruiting for the position of Senior Commercial Adviser, based in Aberdeen. **Responsibilities**: - Ensure that all activities are carried out in a safe manner complying with all regulatory requirements, legislation and company's HSEQ procedures - Providing day to day management of operational commercial...

  • Employment Adviser

    2 weeks ago

    Aberdeen, United Kingdom Reed in Partnership Full time

    **Are you passionate about making a difference and helping others?** **Would you like to work in a role that puts the customer at the heart of everything we do, making a genuine positive impact?** Consider the role of an** Employment Adviser **at** Reed in Partnership**! We are on a mission to be the partner of choice for developing people and their...

  • Competence Adviser

    2 weeks ago

    Aberdeen, United Kingdom Orion Full time

    **Job description**: Our client is currently recruiting for the position of Competence Adviser, based in Aberdeen. **Responsibilities**: - Ensure that the competence strategy meets the needs of the business operationally and that it complies with industry regulations. - Advise the organisation on competence strategies and provide solutions for areas that...

  • Independent Financial Adviser

    2 weeks ago

    Aberdeen, United Kingdom Truestar Talent Ltd Full time

    What 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...

Adviser Support

3 weeks ago

Aberdeen City, United Kingdom TN United Kingdom Full time

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.


Responsibilities:

  • Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
  • New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion.

Desired Skills and Expertise:

  • Experience in supporting Wealth Advisers across various product areas.
  • Understanding of compliance requirements in the advisory process.
  • Proven track record of achieving targets independently.

You must have experience as a Financial Services Administrator to be successful in your application.

#J-18808-Ljbffr