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IFA - Aberdeen

MI Search Ltd
Posted 2 days ago, valid for 11 days
Location

Aberdeen, Aberdeenshire AB21 9QR

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This national accountancy firm is seeking an Independent Financial Advisor (IFA) to work in their Aberdeen offices.
  • The role involves collaborating with accountants to develop and expand the financial planning practice.
  • Candidates will have access to a full IFA proposition and support for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, primarily SME business owners.
  • Applicants must have experience as a Financial Planner with a proven record of client portfolio growth and experience with HNW and UHNW clients.
  • The position offers a basic salary of up to £100k, along with excellent bonus potential and benefits.

This national accountancy firm is currently seeking an IFA to work out of their offices in Aberdeen.

In this role you will be responsible for working with the accountants and building and growing the financial planning practice within this location.

You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administrational support.

You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.

Basic salary up to £100k, excellent bonus potential and benefits.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.