My client is one of Scotland's most well-known Independent Financial Adviser firm's and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Aberdeen office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.
You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth.
As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.
You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Retirement Planning.
You will work with the business's existing client portfolio and working to increase your own client bank.
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Aberdeen location.
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients.
They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser.
You will also have full support from a Paraplanner, Financial Services Assistant and an Administrator too and they will take care of the paperwork, which will enable you to give a top-class service to your clients.
Experienced Financial Planner required by a growing wealth management firm based in Aberdeen.
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
This role offers an existing client bank as well as full administrative, technical and compliance support.
IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses.
£22,000 to £30,000 plus benefits
The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector.
Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals.
As the Financial Planner you will operate in an environment that is advice first, focused on the long-term financial success of the client portfolio.