Financial Advisor - Aberdeen, United Kingdom - Eden Scott

    Eden Scott
    Eden Scott Aberdeen, United Kingdom

    1 week ago

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    Description

    Role purpose:

    If you are interested in applying for this job, please make sure you meet the following requirements as listed below.

    To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business.

    A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser.

    Knowledge and experience:

    • Level 4 qualified
    • Competent Adviser Status (CAS)
    • Previous advice experience required
    • Use of Financial Analytics, Voyant and other software