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Independent Financial Adviser
6 days ago
Ortus PSR Aberdeen, United KingdomI 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, includin ...
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Specialist Financial Adviser
1 day ago
Wesleyan Assurance Society Aberdeen, United KingdomJoin Wesleyan as a Specialist Financial Adviser and you'll discover a strong, supportive culture that values your personal goals as much as our clients'. And, with no ties to an office, you'll enjoy the freedom to plan your work around your life and manage your schedule effective ...
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Employed Financial Planner
5 days ago
Ortus PSR Aberdeen, United Kingdom**Employed Financial Planner** · **Location: Aberdeen** · **Salary: £30,000 - £60,000 + OTE** · This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Aberdeen. Due to an extremely fruitful period of business, they are now looking to expand b ...
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Employed Financial Planner
1 week ago
BWD Search & Selection Aberdeen, United KingdomBWD are working on behalf of a long established national advisory business in the recruitment of a qualified and ambitious financial planner. The successful hire will inherit a highly profitable client base, this base offering one of the best earning opportunitieswithin the team. ...
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Financial Planner, Aberdeen
1 day ago
AMG Search Aberdeen, United KingdomWe are looking for a skilled and motivated Financial Planner to join our team in Aberdeen. With a competitive salary of £50,000, this is an excellent opportunity for an experienced professional to take their career to the next level. · As a Financial Planner, you will be responsi ...
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Trainee Financial Adviser/Planner
3 days ago
Welsh & Taylor Wealth Aberdeen, United KingdomJames's Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. Operating in Aberdeen, our top practices have further expansion plans and are looking for aspiring financial advisers to join and to provide holistic ...
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Financial Adviser, Uk Bank
3 days ago
Paul Harper Search and Selection Aberdeen, United KingdomWe have been instructed by a large International Bank with a strong UK presence and leading wealth management division that is seeking a Financial Adviser in Aberdeen as a result of an internal promotion. · It is seeking an engaging, enthusiastic and proactive individual to take ...
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Employed Financial Planner
6 days ago
Ortus PSR Aberdeen, United KingdomThis is an excellent opportunity at a bespoke financial planning firm, based in the heart of Aberdeen. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. · **The Opportunity** · The opportunity he ...
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Financial Adviser
5 days ago
Eden Scott Aberdeen, United KingdomSalary: Highly competitive basic, pension and commission package · My client is a growing and highly reputable wealth management practice. The average size of cases varies, but primarily focuses on higher net worth private clients across all areas of their wealth. Your focus wil ...
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Employed Trainee Financial Adviser
6 days ago
Welsh & Taylor Wealth Aberdeen, United KingdomJob Description · Are you an ambitious professional looking to progress your career? · St. James's Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest ...
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Self-employed Financial Adviser
1 week ago
Eden Scott Aberdeen, United KingdomRole purpose: 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 th ...
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Self-employed Financial Adviser
10 hours ago
Eden Scott Aberdeen, United KingdomTo 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. · ...
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Self-employed Financial Adviser
5 days ago
Eden Scott Aberdeen, United KingdomRole purpose: 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 th ...
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Employed Trainee Financial Adviser
3 days ago
Welsh & Taylor Wealth Aberdeen, United KingdomAre you an ambitious professional looking to progress your career?St. James's Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the ...
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Employed Trainee Financial Adviser
1 hour ago
Welsh & Taylor Wealth Aberdeen, United KingdomJob Description · Are you an ambitious professional looking to progress your career? · St. James's Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the bigge ...
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Trainee/Junior Financial Adviser
1 week ago
Idex Aberdeen, United KingdomAre you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? · Idex consulting are looking for someone who is passionate about great client se ...
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Walk 2 Work Planner
1 day ago
Swan Recruitment Ltd. Aberdeen, United Kingdom**Walk 2 Work Planner** · Outside IR35 contract - Long Term Contract · **Initial 9 Month Contract** · Aberdeen · **A Walk 2 Work Planner is required to support a campaign for an FPSO that is located in the UKCS.** · Ideally immediately available or have a · **maximum availability ...
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Client Administrator
1 day ago
Idex Aberdeen, United KingdomMy client is successful and highly respected national Wealth Management Practice in Aberdeen. They are currently looking for an experienced Client Administrator to join their team on a fixed term contract. · To provide full administrative support to Financial Planners and /or Inv ...
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Asset Planner
1 week ago
Petrofac Aberdeen, United Kingdom**_Petrofac is seeking an Asset Planner - _**_Contractor for 9 months, based in Aberdeen, UK._** · **_ The role is outside IR35, and we invite Limited Companies to engage._** · **Scope of Services**: · Services to be supported during the duration of the contract are detailed belo ...
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W2w
1 day ago
Petrofac Aberdeen, United Kingdom**_Petrofac is seeking a W2W/TAR Planner - _**_Contractor for 9_** · **_ Months, based in Aberdeen, UK._** · **_ The role is outside IR35 and we invite Limited Companies to engage._** · **Scope of Services**: · Services to be supported during the duration of the contract are deta ...
Trainee Financial Adviser/Planner - Aberdeen, United Kingdom - Welsh & Taylor Wealth
Description
James's Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space.
Operating in Aberdeen, our top practices have further expansion plans and are looking for aspiring financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK.
The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitiousCustomer centric approach and mindsetEngage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectivesCapability of working to a target efficiently and maximising the potential of every opportunityA focus on best practice, strong team spirit, positive client outcomes and experienceThe ability to engage successfully with new leads and new clients efficiently.
Training on the journey to becoming a financial adviserExisting client servicing opportunities with both private and corporate clientsAccess to our distinctive approach to investment managementThe St.
James's Place brandStreamlined administration allowing more face-to-face time with clientsYou will receive all the support and training required to build your own network and client bank.
This includes help with lead generation and the sales and marketing support you need.This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment.
An environment in which you can concentrate on what is important:providing true financial advice to clients to help them meet their needs and objectives.
