IFA (Aberdeen)

Overview

In this role you will provide holistic financial advice to individuals, including high net worth clients, using a pre-existing client bank. You will actively develop new business opportunities and co-ordinate with back-office and paraplanning support to deliver quality service. A salary with a bonus package and car allowance, plus strong marketing support and lead generation, backs your ability to grow both your client base and personal brand. This position suits an ambitious adviser who thrives on variety, collaboration and meaningful impact in wealth planning.

Pay / Benefits

• salary
• bonus package
• car allowance
• back office support
• paraplanning
• marketing support

Responsibilities

• Provide holistic financial advice to individuals including high net worth clients
• Manage and grow an existing client bank
• Self-generate new business opportunities and pursue development strategies
• Leverage back-office support and paraplanning to deliver quality advice
• Collaborate with marketing support to expand personal brand and client reach
• Convert leads from multiple channels into client relationships
• Maintain compliant, client-centric service and ongoing relationship management

Key requirements

• qualified Financial Adviser

• initiative
• self-motivation
• holistic financial planning
• wealth management

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