5 days ago Be among the first 25 applicants
A brand new opportunity to join this top 10 accountancy practice in Aberdeen as a Senior 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.
Responsibilities:
* 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
Seniority Level:
Executive
Employment Type:
Full-time
In return you will receive a generous basic salary and bonus package.
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