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Aberdeen, Scotland



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.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 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.

Posted 13 days ago

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