Our award-winning team provides client families with an exemplary financial planning service. As one of the leading independent firms in the UK, we are looking for an exceptional Chartered Financial Planner to join our team in Aberdeen. This opportunity will require you to be part of an elite team providing a Financial Planning service of the highest calibre to clients.
Duties will include
With the full support from Administrative and Paraplanning teams make recommendations for products and services, carrying out Financial Reviews, developing suitable and appropriate financial plans and making recommendations that will enable clients to achieve their financial objectives.
Maintain a relevant level of CPD to remain up to speed with developments in legislation, regulation, tax, financial services, and products and any other matters pertinent to the role of a Planner.
Perform in line with KPI’s set by the Senior Management Team
Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders.
Minimum relevant level 4 qualification
Chartered or near to achieving Chartered status
Effective questioning, communication, listening and empathy skills
Convey complex information and experience
Benefit Hub – Discount Platform
Career Advancement Programme
Cycle to Work Scheme, Season Ticket Loans
Competitive holiday entitlement increasing after 5 years’ service including your birthday off.
Critical Illness Cover
Electric Vehicles by salary exchange
Enhanced Family Friendly Policy
Generous Training & Development support and financial assistance
Group Income Protection
Group Life Assurance
Pension – Automatically enrolled into our Workplace Pension after completion of 3 months of service with a 4% Employer Contribution and 4% Employee Contribution with the option of an employer-funded contribution of up to 5% of salary.
Private Medical Insurance
How to apply
A very competitive salary and benefits package is available to the right candidate. For more details, please email email@example.com
We are proud to be an equal opportunity employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.