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- Tasks: Provide tailored financial advice to high-net-worth clients and manage existing portfolios.
- Company: Reputable wealth management firm with a focus on client relationships.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Level 4 qualified with at least 12-18 months of client-facing experience.
- Other info: Office-based role with a dynamic work environment and networking opportunities.
The predicted salary is between 43000 - 57000 £ per year.
Financial Planner £50,000 to £65,000 plus benefits and bonus. Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team.
You will be responsible for:
- Providing advice across the full spectrum of financial planning
- Inherit and service an existing client bank including review work
- Dealing with new business leads
- Generating revenue through other networking and referrals
Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days.
If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.
Financial Planner - Aberdeenshire employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Aberdeenshire
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to potential mentors or colleagues. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from a firm you’re interested in, make sure you can clearly explain who you are, what you do, and why you’d be a great fit for their team. Keep it concise and engaging – you want them to remember you!
✨Tip Number 3
Follow up after meetings or networking events. A quick email thanking them for their time and expressing your interest can go a long way. It shows you’re proactive and genuinely interested in the opportunity, which can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities listed, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and follow up if needed!
We think you need these skills to ace Financial Planner - Aberdeenshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience in wealth management and client-facing roles, and don’t forget to mention your Level 4 qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this position. Mention your passion for financial planning and how you can contribute to the team.
Showcase Your Client Management Skills: Since you'll be inheriting an existing client bank, it's crucial to demonstrate your client management skills. Share examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around retirement, investments, IHT, and Trusts. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Experience
Since the role requires client-facing experience, prepare examples of how you've successfully managed client relationships. Highlight any specific challenges you faced and how you overcame them, as this will demonstrate your problem-solving skills and ability to build trust.
✨Network Like a Pro
As generating revenue through networking is key, think about your existing connections and how they could benefit the firm. Be ready to discuss your networking strategies and any successful referrals you've made in the past to show your proactive approach.
✨Be Office-Ready
Since most meetings are conducted in the office, convey your enthusiasm for being part of a team environment. Share your thoughts on collaboration and how you can contribute to the team's success, which will resonate well with the interviewers.
