Senior Financial Advisor

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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