Financial Adviser - Aberdeen, United Kingdom - Truestar Talent Ltd

Truestar Talent Ltd

Verified Company

Aberdeen, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking for a new career in 2023
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 has excellent staff retention?

My client an established nationally recognised wealth management organisation has an opportunity covering the Aberdeen area, for an Independent Financial Adviser, with an existing client portfolio of High-Net-Worth Clients.

Basic Salary £70,000

Death in Service (DIS) 4 x Salary

Private Medical Cover (PMI) MHD - including optical and dental

Group Income Protection (GIP/PHI) 75% of salary / 26-week deferred period

Critical Illness Cover (CIC) £10k Benefit

Pension 5% Employee / 7% employer

Holiday Entitlement 26/3 years, 27/4 years, 28/5 years

Holiday - Carry Forward 5 days max - use by 31/03

Professional Quals and Study Paid in full

Working Hours Standard is 9-5, Monday to Friday

My client focus' on the importance of financial planning, not just financial advice.

Ensuring their customers are confident in the advice they provide is essential and they never take for granted the privileged position this puts them in.

As a Financial Adviser my client is looking for an individual who is

Conducting factfind meetings with an existing client bank and the opportunity to develop this. Currently all client meetings take place using Zoom, there is a view to go back out to seeing clients when it feels safe to do so
Preparing sound financial plans to ensure clients meet their financial goals
Advising clients on current financial issues and make recommendations
Customise financial plans according to clients' changing needs
Building strong relationships to retain existing clients
Supportive and highly motivated
Be able to work in a fastmoving environment with a successful sale team
Possess a professional "can do" attitude with excellent written and verbal communication skills
Good knowledge of FS business practices and generic knowledge in Life, Pensions, investment products and inheritance tax planning
Thirst for knowledge and a desire to excel in everything they do.
Level 4 Diploma for Financial Advisers (DipFA) qualified (ideally Level 6 Diploma in Financial Advice (Adv DipFA) Chartered or working towards level 6)
Hold or recently held Competent Adviser Status

- (CAS) and Statement of Professional Standing (SPS)

Experienced in providing holistic financial advice, with a proven track record of success
A full driving licence
The capacity to work from home or office are essential for this role, as you'll be required to travel to visit clients
Excellent communication skills (both written and verbal), with the ability to explain complex financial arrangements
Demonstrable financial planning experience gained with a recognised organisation
Demonstrate a history of delivering challenging sales targets within a regulated environment
Ensure that all CPD logs and training is up to date
Up to date knowledge of industry and legislative changes.

The successful applicant for the Financial Adviser role will enjoy a great package with the following benefits: - If you would like to be part of this excellent opportunity joining the team of an established Financial Services company which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, pleaseforward a copy your CV for immediate short-listing