A new opportunity has been created for a career minded IFA to join one of the UK’s largest Chartered Wealth Management Houses at their Aberdeen location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
1. Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients
2. Generate new client opportunities through a combination of self-generated introductions, professional connections and existing clients.
3. Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.
4. Gather, analyse, and document all information needed to provide financial advice in line with group standards
5. Research and analyse all suitable solutions available to meet the client’s needs
6. Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.
7. Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to compliment the annual review service.
8. Achieve through a focus on service, growth, and intergenerational planni...