Independent Financial Adviser - Aberdeen, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Aberdeen, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am working with a leading National Wealth Management firm, looking to add an Independent Financial Adviser to the team, to take on existing clients, offering strategic and holistic financial planning advice.

Flexible working available with a leading benefits package, including full exam support for professional qualifications.

Role

Conduct meetings with new and existing clients
Ensure you help clients understand their options, in order to help them achieve their financial goals
Analyse all information and prepare a plan that is designed to individual clients

To Be Considered

Previous experience working within the financial services industry as an Independent Financial Adviser
Level 4 Diploma in Financial Planning, ideally Chartered status or working towards
Up to date Competent Adviser Status