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- Tasks: Provide expert financial advice on investments, pensions, and tax to high-net-worth clients.
- Company: A leading IFA in Scotland known for its growth and quality service.
- Benefits: Competitive salary, bonuses, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualification and experience in holistic financial planning required.
- Other info: Great networking opportunities and career advancement in a thriving sector.
The predicted salary is between 47000 - 78000 £ per year.
Financial Planner required by this prominent regional IFA that provides personal advice to HNW individuals including business owners and professionals. The firm is well known across Scotland and it continues to grow through the acquisition of quality business and the development of introducers.
Operating as part of the Private Client team you will:
- provide advice across Investments, Pensions, Tax and Trusts
- maintain and cultivate relationships with the existing client portfolio
- maximise opportunity from new leads
- develop new business through networking and referrals
Candidates will be experienced Advisors with Level 4 qualification and will have some experience in providing holistic financial planning to HNW individuals. You will be a proactive Advisor focused on the long-term success of your client portfolio.
If you are interested in this position, click the apply button below or you can email your details to info@johnstongreer.co.uk.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Planner - Aberdeen employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Aberdeen
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial planners. Building relationships can lead to referrals and new opportunities, so don’t be shy about putting yourself out there.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or through a blog where you share insights on investments, pensions, and tax strategies. This not only positions you as an expert but also attracts potential clients.
✨Tip Number 3
Follow up on leads! If someone expresses interest in your services, don’t let it fizzle out. A quick email or call can make all the difference in converting a lead into a client.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Financial Planner - Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your experience with HNW individuals and your Level 4 qualification. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Networking Skills: Since developing new business through networking is key, mention any relevant connections or experiences. We’re keen to know how you’ve maximised opportunities in the past and how you plan to do it with us!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, tax, and trusts. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in helping high-net-worth clients.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client portfolios or developed new business through networking. This will help demonstrate your proactive approach and ability to cultivate relationships.
✨Research the Firm
Familiarise yourself with the firm’s reputation and recent developments in the financial services sector. Understanding their growth strategy and how they acquire quality business will allow you to align your answers with their goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their expectations for the role. This shows that you're not only interested in the position but also in how you can contribute to their long-term success.
