You will work with the business's existing client portfolio and working to increase your own client bank.
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.
Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team.
Closing date: 04-06-2024 Customer Team Member Location: 76-78 High Street, Newburgh, KY14 6AQ Pay: £12.00 per hour Contract: 16 hours per week regular overtime, permanent, part time Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview Full, paid training provided You can apply for this role using your mobile device (no CV needed!)
When you join Co-op, you'll get amazing benefits including 31 days holiday, a pension with up to 10% Co-op contribution, access to virtual healthcare services for you and your family, and a 30% discount on all Co-op products in our stores.
We're looking for Customer Team Members to join our team at Co-op.
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.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
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.
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.
Position Overview: Seeking a motivated and experienced Mortgage and Protection Advisor to join the team in Aberdeen.
Company Overview: My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients.
They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.
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.