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Employed Independent Financial Adviser - Aberdeen

Employed Independent Financial Adviser - Aberdeen

Posted 15 October by Focus Search and Selection
Easy Apply Ended

Our client is growing and is seeking to appoint an additional Independent Financial Adviser. The role is crucial to the growth strategy within their Life, Pensions and Investments Business, providing truly whole of market independent financial advice to a portfolio of professional clients.

Job Specification

  • Providing financial planning / wealth advice to Corporate and HNW clients
  • A successful candidate is likely to have an existing client bank, upon which they would like to expand.
  • Maximising the personal sales of Life, Pension and Investment business
  • Ensure effective working relationships are built and maintained within the client base
  • Adhering to all compliance and regulatory requirements

Person Specification

  • Proven success of working in Life Sales, investment advice, financial planning, wealth advice
  • Ability to meet agreed objectives and targets
  • Ability to develop, implement and monitor business plans to increase sales and to respond promptly and effectively to changes in the market
  • Understand and prioritise customer needs to deliver a high standard of advice and service

Qualifications/Other

  • Full QCF Level 4 qualification or equivalent (e.g. CII Diploma in Financial Planning)
  • SPS and CAS

Take charge of your career and apply now!!!

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Required skills

  • Adviser
  • Financial Advice
  • Financial Planning
  • HNW
  • Independent Financial Advice

Reference: 41194063

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