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Financial Advisor

Financial Advisor

JohnstonGreer

Posted 4 days ago, valid for 4 hours

Aberdeen, Aberdeenshire AB21 9QR

Full Time

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Sonic Summary

A Financial Advisor is required by a wealth management firm, offering a salary between £55,000 to £70,000, along with benefits and bonuses.
The firm provides individual advice to high-net-worth clients in areas such as retirement, investments, inheritance tax, and trusts.
Due to business growth and increased workloads, they are looking to expand their advice team.
Candidates should be recently or newly qualified Advisors with a minimum Level 4 qualification and at least 12-18 months of client-facing experience.
Most client meetings will be conducted in the office, so the role requires a regular office presence.

Financial Planner

£55,000 to £70,000 plus benefits and bonus

Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.

You will be responsible for -

Providing advice across the full spectrum of financial planning
Inherit and service an existing client bank including review work
Dealing with new business leads
Generating revenue through other networking and referrals

Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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