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- Tasks: Join our team as a Financial Consultant, managing client portfolios and delivering tailored financial advice.
- Company: Aberdeen Financial Planning & Advice Ltd is dedicated to helping clients achieve their financial goals.
- Benefits: Enjoy remote work options, competitive salary, and a supportive team culture.
- Why this job: This role offers a unique blend of client interaction and financial planning, making a real impact on lives.
- Qualifications: Level 4 qualified Paraplanner or Adviser with experience in financial planning and report writing required.
- Other info: We value diversity and welcome applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
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Everything we do at aberdeen Financial Planning & Advice Ltd is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference in helping our clients achieve their goals.
aberdeen Financial Planning & Advice Ltd now forms part of interactive investor.
About The Role
Are you an experienced, level 4 qualified Paraplanner interested in combining that expertise with delivery of advice or an Adviser who writes your own suitability reports? Were looking for people who are passionate about great client service to join our team of Financial Consultants. If you would like a role that combines advice and para-planning/suitability report writing for an established portfolio of clients, whose advice you can deliver remotely and which comes with a competitive salary and benefits, all as part of the financial planning team at aberdeen, then wed love to hear from you.
aberdeen Financial Planning Ltd helps people throughout the UK plan for their financial futures with our financial planning and advice services, and digital investing products. Everything we do is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals.
Financial Consultants have responsibility for building and maintaining great relationships to deliver high quality financial planning and paraplanning for a large portfolio of clients.
Requirements
Key Outputs:
- Manage a very large portfolio of clients (upwards of 120) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis
- Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships
- Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures
- Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank
- Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed
- Build links with the clients other professional advisers to help the client meet their needs
- Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation
- Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues
- No line management responsibilities
- Authority to undertake broad financial planning ensuring each client\’s goals are fully understood and the most appropriate solution offered
- Pension Accumulation and Decumulation
- Savings and Investment advice
- Protection
- IHT generic advice where planning advice is required this will be referred to a local Financial Planning Director
What We\’re Looking For
- Effective management of competing priorities such as client meetings and report delivery. To ensure delivery of quality solutions, whilst adhering to processes and systems that have been put in place to protect our clients, our teams and our business
- Understanding of our client\’s needs and requirements with comprehension of how our propositions meet these to be able to deliver value for both clients and the business
- Appropriate use of good influencing and communication skills to build and maintain trusted, strong relationships with clients to aid retention and introductions which generate value for clients and the business
- Building knowledge of the markets, competitors, products, services, trends, impacting forces and factors that make up the industries which we operate in
- Build a network with clients professional advisers to help the client achieve their objectives
- Develop, motivate and support colleagues to drive towards one culture, common beliefs and values
Skills/Experience/Qualifications
- Paraplanning/report writing experience is essential.
- Required to hold Diploma in Regulated Financial Planning
- Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client\’s goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection
- Can act as a secondary point of contact for clients managed by other financial consultants and shares learning with others
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we\’re currently receiving, if you haven\’t been contacted within 30 days of application, please consider unsuccessful.
interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisationwhether direct, indirect, associative, or perceptive
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Financial Consultant employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment markets. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated, which is crucial for a Financial Consultant role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in paraplanning or advisory roles. Building relationships can lead to valuable insights and potential referrals that may help you land the job.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and delivered high-quality financial advice in the past. Being able to articulate your experience will set you apart from other candidates.
✨Tip Number 4
Showcase your understanding of compliance procedures and advice guidelines relevant to the role. Being knowledgeable about these aspects will reassure the hiring team that you can maintain the quality standards expected at aberdeen Financial Planning.
We think you need these skills to ace Financial Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and report writing, as these are essential for the Financial Consultant role. Use specific examples that demonstrate your ability to manage client portfolios and deliver high-quality financial planning.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client service and how your skills align with the company's mission. Mention your understanding of financial products and your experience in building relationships with clients, which is crucial for this position.
Showcase Relevant Qualifications: Clearly state your qualifications, especially your Diploma in Regulated Financial Planning. Highlight any additional certifications or training that relate to financial planning, investment advice, or compliance procedures.
Demonstrate Industry Knowledge: In your application, include insights about current trends in the financial planning industry. This shows that you are proactive and knowledgeable, which can set you apart from other candidates.
How to prepare for a job interview at Interactive Investor
✨Showcase Your Paraplanning Skills
Make sure to highlight your experience in paraplanning and report writing during the interview. Be prepared to discuss specific examples of how you've successfully managed client portfolios and delivered high-quality financial planning.
✨Demonstrate Client-Centric Approach
Aberdeen Financial Planning values great client service, so be ready to explain how you build and maintain strong relationships with clients. Share instances where you've exceeded client expectations and how you identify their needs.
✨Stay Updated on Financial Markets
Familiarise yourself with current trends in investment markets and financial products. During the interview, demonstrate your knowledge of these areas and how they can impact client advice and planning.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage competing priorities. Think of examples where you've successfully balanced client meetings and report delivery while adhering to compliance procedures.
