Independent Financial Advisor

2 weeks ago

Ellon, Aberdeenshire, United Kingdom Phil Anderson Financial Services Ltd. Full time £45,000 - £90,000 per year

Company Description

Phil Anderson Financial Services Ltd. is an award-winning independent financial advisory firm with offices in Aberdeen, Ellon, and Wick. We assist clients with retirement planning, wealth management, mortgages, pensions, investments, and overall financial planning. Our mission is to simplify financial decisions for our clients. Notably, we were awarded Best Firm to Work for at the 2024 Professional Adviser Awards.

Role Description

This is a full-time hybrid role for an Independent Financial Advisor located in Ellon/Aberdeen, with some work from home acceptable. The Independent Financial Advisor will be responsible for offering personalized financial advice, conducting financial planning sessions, managing investments, advising on retirement planning, and guiding clients through investment and pension decisions.

Qualifications

  • Experience in Financial Planning and Financial Advisory skills
  • Expertise in Finance and Investments
  • Skills in Retirement Planning
  • Proven ability to manage client relationships and provide excellent customer service
  • Excellent communication and interpersonal skills
  • Ability to work independently and within a hybrid work environment
  • Relevant certifications such as Diploma in Financial Planning

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