Average Adviser salary in Aberdeen

Are 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 service to join this Large IFA.If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you.The role: The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risksYou will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offeredOver the course of the first year you will then be given clients to manage whilst still maintaining some paraplanning dutiesYou will deliver high quality financial planning remotely and achieving required quality standards on a consistent basisIdentify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationshipsMaintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance proceduresBuild and maintain personal and business relationships to help identify new opportunities as well as raise the firms profileUndertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when neededBuild links with the clients' other professional advisers to help the client meet their needsSecure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the businessThis is a unique opportunity not to be missed and will offer the gateway to full Financial Planning. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Business Administrator Job Type: Part-time Location: Kingseat, Newmachar Salary: £13.20 - £14.20 per hour About the role: Our financial advice firm is seeking a multifunctional Business Administrator to join our dynamic team. This key position involves supporting our team in delivering an exceptional service to clients and helping them achieve financial well-being. You’ll play an integral role in our day-to-day operations, ensuring everything runs smoothly and efficiently. The ideal candidate will have a demonstrable track record in business administration roles, be determined and proactive, confident of working to an extremely high standard with very little supervision required. For the successful candidate, there will be opportunity & incentive for further career progression and development. This is a part-time position based at our office in Kingseat, Newmachar. Working hours will be approximately 26 per week, Monday to Thursday. Applicants must be able to reliably commute to this location (there is no work from home option). Responsibilities: Carrying out administrative tasks, such as compiling letters, emails and reports.Organizing client appointments, preparing meeting rooms for client appointment, greeting clients & providing refreshments.Office stationery & stock management.Collation, maintenance & organisation of information and documents, in support of the financial adviser team.Utilization of sales/advice submission system, including data gathering & input.Research / interrogation of IT systems, and via telephone, with financial services providers to collect client or product information.Using online investment platform to create documentation and facilitate basic investment management actions.Business marketing to clients and non-clients. Required Skills & Qualifications: IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel). Previous administrative experience Strong organisational and communication skills Ability to prioritise workload and multitask effectively Attention to detail and confidence in using the telephone Problem-solving abilities with a proactive attitude Adaptability to changes in systems and processes A genuine desire to help others. Benefits: Flexible working arrangements Supportive team environment Company pension scheme Company events. If you’re looking for a rewarding part-time opportunity and want to be a part of a friendly team, we would love to hear from you! Please submit your application and we will be in touch!

Exciting Financial Services Opportunity in Aberdeen! Position: Aspiring Financial Adviser Location: Aberdeen area Are you a Diploma Qualified Paraplanner with a passion for financial planning and a desire to step up as a Financial Adviser? This is your chance to join our client’s dynamic team in the Aberdeen area and make a significant impact on their clients' financial futures! What it is on offer: Career Growth: Transition from Paraplanner to Financial Adviser with comprehensive training and mentorshipSupportive Environment: Work alongside experienced professionals who are committed to your successClient Engagement: Build and manage your own client portfolio, providing tailored financial adviceCompetitive Package: Attractive salary, performance bonuses, and comprehensive benefitsClient Bank: A full client bank will be provided to aid your transition towards becoming a successful Financial Adviser What they are looking for: CII Level 4 Diploma in Regulated Financial Planning or equivalent: Essential for this rolePassion for Financial Services: A genuine interest in helping clients achieve their financial goalsExcellent Communication Skills: Ability to explain complex financial concepts in a clear and engaging mannerProactive Attitude: Eager to learn, grow, and take on new challenges Ready to take the next step in your career and where you will be part of a growing financial services community with many opportunities to develop further. Apply now and embark on an exciting journey towards becoming a Financial Adviser! Submit your CV to avoid disappointment or contact Pauline Low at Reed on if you have any questions.