Independent Financial Adviser - Aberdeen, United Kingdom - CFP JOBS

CFP JOBS
CFP JOBS
Verified Company
Aberdeen, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Employed Independent Financial Adviser with client bank provided


My client is a large, successful and very reputable firm of Independent Financial Advisers, who span across the whole of the UK.

Following a recent acquisition an opportunity has arisen for a driven, established Adviser to join the business and enjoy excellentfinancial reward coupled with superior client satisfaction.


Salary up to c£75k. Preferably Chartered or working their way towards chartered status.

This role comes with a significant client bank - this is from a retiring IFA who has long lasting relationships with HNW clients


The ideal Independent Financial Adviser must have:

  • Diploma Level 4 Qualified preferably working towards chartered with SPS
  • Current competent adviser status
  • Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas
  • Previous successful sales related track record
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
  • Able to work without close supervision.

The Independent Financial Adviser

  • You would be working in a very wellrespected Wealth Management environment
  • You will be part of a team who love to share best practice
  • There is flex working. There will be flex options as well, so you can do a hybrid working from home or the office
  • The management style there is "grownup" with you being trusted to get on with the job and support when you want it
  • This company has a great reputation
  • No one so seldom leave here other than to retire

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