My client is currently looking for an experienced Financial Planner to join their team in Aberdeen.
- The successful candidate will provide financial planning advice to news and existing clients, including recommendations for products and services, carrying out financial reviews, developing suitable and appropriate financial plans and making recommendations which will enable clients to achieve their financial objectives.
This is a rare opportunity in the market where a established client bank will be provided.
Engaging with clients in person, via telephone and through correspondence
Build a rapport with clients to effectively understand their circumstances and objectives
Use investigative skills to understand client circumstances
Reviewing client financial information
Writing effective financial planning reports
Engage and ensure clients sign up to the relevant service level which is appropriate for their circumstances
Carry out reviews with clients in line with agreed service agreements
- Other duties as required by the team
The company offers an excellent salary and benefits package.
Posted 13 days ago