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Reed
,
Aberdeen, City of Aberdeen
Financial Planner - Aberdeen - Clients Available
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Reed is working with a highly successful, well-known Wealth Management company which is part of a well-known legal firm with offices in Aberdeen as well as other cities in Scotland. They have a large, strong client following and as well as strong links to clients of the legal firm. They have a strong core team of advisers, qualified Paraplanners and Wealth Management Administrators in the Aberdeen office. They are currently looking for an additional Financial Planner to join their team. Working in conjunction with the directors to build and develop trusted relationships with current and potential clients, you will be involved with delivering tailored financial planning and wealth management advice whilst keeping to the core principals of trust, openness and integrity to their loyal client base. There is no requirement to have your own client bank as they currently have existing clients for you to manage. You should hold Diploma (Dip PFS) or equivalent, and have a proven ability to deal with new and existing clients on a fee basis (CF30). You should have technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions. You should be successful in your current role as a Financial Planner. You can expect a great benefits package with salary up to £50,000 (DOE) plus an attractive bonus scheme. This is a fantastic opportunity for a Diploma qualified Financial Planner looking to move to a well-respected wealth management organisation with excellent career development opportunities. For further information, please apply or contact Kenny Blair on or