My client are a renowned Financial Planning firm operating across the UK and are on the lookout for an experienced Administrator to join their expanding Advisor Support team.
The Role
You will be carrying out tasks in a pooled resource environment working with a diverse and growing client pipeline, balancing both existing relationships and new opportunities.
In this role, you'll be at the forefront of delivering excellent customer service to a large client bank across the country, ensuring work is processed accurately and on time.
Pre-qualified mortgage appointments and dedicated administrative support!
Abundance of leads provided!
The company are Scotland's largest estate and leasing agent with a national network of high street branches, including in the key cities of Aberdeen, Edinburgh, Glasgow, Perth and Stirling.
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.
What my client is ideally looking for is an enthusiastic adviser with 2 years demonstrable experience of providing compliant, whole of market mortgage and protection advice in a fast-paced environment.
Ideally an individual who is confident in a servicing environment, but with a desire to generate some new business and grow the opportunity over time.
With a retiree client bank to inherit, with an average of 40 reviews per month, and untapped protection opportunities, this is a standout Mortgage Adviser opportunity in Aberdeen.
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.