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A brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser.
You will work closely with the partners and give financial advice to their current client bank.
You will receive full back office support and paraplanning services.
You will be responsible for:
- Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations
- Identify and establish contact with potential clients
- Work collaboratively with the supporting team
- Gather and analyse information required to provide financial planning advice
- Review client's circumstances regularly in adherence with internal procedures and make appropriate recommendations
- Complete all administration in a timely and accurate manner in line with the guidelines
- Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules
- Create and maintain appropriate business relationships.
- Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others
- Up to date knowledge of FCA Regulations
- Excellent interpersonal and client servicing skills
In return you will receive a generous basic salary and bonus package.
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.
